Wealth Advisor - Port Harcourt at Meristem Securities Limited

Job 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.

Job Details

• 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 regulation
• Works closely with families, individual 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 clients 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 a sales and marketing strategies for new client
• Any other assignment as may be assigned by your supervisor

Requirements

• Bachelor’s Degree or its equivalent
• A good first degree in any discipline from a reputable Higher Institution.
• Other professional qualification may be an added advantage
• 4 to 8 years of experience involving money management, including investment decision-making.

Skills/Knowledge

• 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

Leadership 

• Ability to influence others to do what is ethically right.
•  Must be fair, goal oriented, responsible and aggresive
• Must be able to evaluate others
• Must be charismatic

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.