Wealth Advisor at Alan & Grant

Location: Port Harcourt, Rivers  Application Link

Location: Lagos   Application Link

Industry: Financial Services

Job Summary

• The Wealth Advisor will be responsible for generating new business ideas and create strategies for acquiring new clients.
• The job holder will also be required to generate income in line with the set-target of the company and effectively manage business relationships between the company and its clients and ensure excellent service delivery.

Duties and Responsibilities

• Market and sell appropriate investment products, financial and wealth management services/products to prospects.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Consult with clients on investment strategies products and services that are suitable for their needs.
• Track and translate investment performance and make recommendations.
• Build strong and long-term relationship with clients.
• Balance referral activities, customer follow up prospect building and administrator task.
• Keep proper records of all client transactions, mandates and log key conversations with clients on a monthly basis.

Requirements

• Bachelor's Degree in any discipline from a reputable Higher Institution.
• At least one year experience in a similar role.
• Good knowledge of the Capital market in general and Wealth Management Services in particular.
• Must possess good selling skills.
• Strong quantitative and analytical skills.
• Excellent interpersonal and communication skills.
• Excellent prospecting and marketing skills.
• Excellent presentation skills.