Wealth Advisor at Alan & Grant

Industry: Financial Services

Job Summary

• The job holder will be responsible for generating new business ideas and devising strategies for acquiring new clients.

Duties & Responsibilities

• Market and sell appropriate investment products, financial and wealth management services/products to clients.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Comply with all industry rules and regulations.
• Works closely with families, individuals and businesses to provide customized recommendations to help them meet their goals.
• Consult with clients on investment strategies products and services that are suitable for their needs.
• Respond to clients questions and requests.
• Track and translate investment performance and make recommendations.
• Build a strong and long term relationship with clients.

Requirements

• A Bachelor's Degree in any discipline from a reputable Higher Institution.
• Other professional qualifications may be an added advantage.
• Candidates should have at least 4 to 6 years of experience involving money management, including investment decision-making.