Wealth Advisor - Lagos at Meristem Securities Limited

Job Summary

• To generate income in line with the set target of the company
• To generate new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing clients.

Job Details

• Engaging clients to determine their expenses, income, financial objectives, risk tolerance and other information needed to develop a financial plan.
• Being responsive to client inquiries about what the financial markets updates are to make financial plans, strategies and to proffer financial advice.
• Advising on financial strategies for Affluent, High Net-worth Individuals and Institutions clients by providing customized recommendation to help them meet their goals in investment planning, retirement and estate planning, fund management and other areas to help them reach financial objectives. 
• Proffering investment products to help client meet their investment goals.
• Reviewing client accounts and plans on a regular basis to understand if economic changes, situational concerns, or financial performance necessitate changes in their financial plan.
• Preparing and interpreting the financial document summaries, investment performance reports and income projections for clients on a regular basis.
• Managing and updating client portfolios by contacting them regularly to discover changes in their financial status.
• Building and maintaining client base through attending seminars, deliberately being a part of their live endeavors. 
• Generate market intelligence for consistent improvement of new/existing products.
• Generate weekly/monthly reports on the progress of the conversion.
• Demonstrate the desire to gain adequate knowledge of core wealth management services and take practical steps to achieve the same.
• Achieve nil record of client complaint/dissatisfaction and work with the team to provide speedy resolution should any complaint arise.
• Any other assignment as may be assigned by your supervisor

Requirements

• Bachelor’s Degree or its equivalent

 Work Experience:

• 3-6 years’ experience in financial services (preferably not in banking)
• Any sales experience (other than financial services) but with a first degree in Economics
• Good Presentation skills
• Proficiency in the usage of Microsoft Office tools
• Leadership skills
• Proactive decision-maker
• Self-starter
• Sound ethics and integrity.
• Flair for business development & strategic thinking
• Flair for Client Experience Management