Wealth Advisor at Sankore Global

Job Opening ID: 89

Job Description
Client Service:

• Provide Wealth Management service to clients which includes, Wealth & Estate Planning, Trust, Financial Planning, Strategy, etc.
• Extensive communication with clients and their Advisors
• Discuss investment performance, economic and market trends
• Direct consultation with attorneys, accountants and other Advisors on financial, tax and estate planning
• Client meeting planning, facilitation and presentation
• Develop and/or deliver private wealth education sessions to clients and staff

Strategy:

• Provide strategic and focused product ownership for Portfolio Management and Advise platforms
• Define and drive the road map for these platforms for the near, medium and long term
• Maintain business cases and key performance indicators and coordinate with larger company goals
• Partner with stakeholders and user groups from other teams
• Research new and emerging trends and technologies in areas of portfolio Management and Financial Planning

Investment Management:

• Establish client investment objectives including risk tolerance, asset allocation, and cash requirements
• Coordinate with Fund Managers on investment policy statement (IPS) with each client based on their goals, objectives and risk tolerance
• Implementation of investment plans
• Translate investment policy to individual investment objectives
• Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to re-balance
• Review portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) quarterly
• Manage investment transition for new clients
• Plan strategies for diversification

New Business Development:

• Develop leads and referrals from current clients and outside contacts
• Seek to increase current accounts through additions to AUM
• Secure Partnerships, develop marketing plans and grow revenue
• Offer value-added fee-based services
• Participate in sales meetings with prospective clients

Requirements

• Bachelor's Degree in Investment, Finance, Economics, Business Administration or an equivalent combination of education and experience
• MBA is required
• CFA is an added advantage
• Eight (8) years' experience running medium to large Wealth Management Projects
• At least Five (5) years of Product Management
• Candidates must be resident in Portharcourt or Abuja