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  • Posted: Apr 28, 2020
    Deadline: May 30, 2020
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  • Sankore Investments is a global investment and advisory boutique with a strong focus on African markets. Drawing on the strengths of our people and our strong global partnerships, we provide investment advisory services, wealth management services and offer a variety of funds designed to cater to the needs of a global clientele of both individuals and instit...
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    Wealth Advisor

    Locations: Port-Harcourt, Rivers and Abuja

    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 an added advantage
    • Eight (cool years’ experience running medium to large Wealth Management Projects
    • At least Five (5) years of Product Management experience
    • Candidates must be resident in Portharcourt.

    Desired Attributes:

    • Strong knowledge of the Financial Industry, specifically in the areas of Portfolio Management and Financial Planning
    • Strong leadership Skills
    • Ability to thrive in fast-paced environment, reacting quickly to changing market/industry variables
    • Ability to foster a culture of collaboration, innovation and team work
    • Capacity to work with demanding clients and diverse groups of people
    • Excellent communication and interpersonal skills with a customer service focus
    • Excellent Strategic thinking ability
    • Result driven
    • Self-confidence, Personal Integrity and Credibility
    • Ability to act and operate independently with minimal supervision to accomplish objectives
    • Good sales and negotiation skills
    • Ability to analyze and research information
    • Plenty of drive, initiative and motivation
    • Technology Proficient (excel, word, ability to learn new software).

    Benefits

    • Competitive

    Method of Application

    Interested and qualified? Go to Sankore Global on sankoreglobal.zohorecruit.com to apply

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