Wealth Advisor (Lagos) at Alan & Grant

Job Objective / Summary

• To generate new business ideas and devise strategies for acquiring new clients
• To generate income in line with the set-target of the company
• Effectively manage business relationships between the company and its clients and ensure excellent service delivery.

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 recommendation to help them meet their goals.
• Consult with clients on investment strategies products and services that are suitable for their needs.
• Respond to client questions and requests.
• Track and translate investment performance and make recommendations.
• Build a strong and long term relationship with clients.
• Establish a network of referrals.
• Balances referral activities, customer follow up prospect building and administrator task.
• Ability to create sales and marketing strategies for new clients.
• Any other assignment as may be assigned by your supervisor.
• Key Performance Metrics
• Number of new accounts opened
• Income generated from transactions.
• Level of complaints/commendation from clients.

Requirements
Skills & Competencies:

• Excellent interpersonal and communication skills
• Excellent prospecting and marketing skills
• Good knowledge of the Capital market in general and Wealth Management Services in particular.
• Excellent presentation skills
• Must possess good selling skills.
• Strong quantitative and analytical skills
• Ability to influence others to do what is ethically right.
• Must be fair, goal oriented and responsible
• Must be able to evaluate others.
• Must be charismatic and a proactive decision-maker.
• Ability to look beyond the obvious/routine.
• Ability to see what others cannot see.
• Ability to seek a richer set of alternatives.
• Ability to question assumptions.
• Ability to proactively measure performance
• Must have sound ethics and integrity.
• Must have a high sense of integrity, accountability and dependability.
• Must be ethical i.e. must follow the ideals and responsibilities of the banking industry as set out in the code of ethics guiding operations and operators in the industry.

Work Tools Required:

• Laptop