Wealth Advisor at Sankore Global

Summary

• The Wealth Advisor is primarily responsible for meeting Asset Under Management (AUM) targets by engaging high net worth clients and offering sankore's products to address their specific needs and objectives.
• In this role, you will work with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals, and objectives.

Primary Responsibilities

• Expand and retain client relationships to grow Assets Under Management (AUM) establishing Sankore’s presence and increasing our market share.
• Develop leads and referrals from current clients and other networks.
• Increase current accounts and grow team’s revenue through additions to AUM.
• Coordinate and participate in meetings with prospective clients.
• Manage on-boarding and KYC requirements for all clients in the region.
• Develop and/or deliver private wealth education sessions to clients.
• Partner with stakeholders and user groups from other teams.
• Research new and emerging trends and technologies in portfolio management.
• Provide Wealth Management service to clients which includes Wealth & Estate Planning, Trust, Financial Planning, Strategy, etc.
• Coordinate with Fund Managers on investment policy statement (IPS) with each client based on their goals, objectives, and risk tolerance.
• Implementation of investment plans and transition for new clients.
• Monitor asset allocation on a periodic basis relative to policy and goals.
• Review client portfolio issues (i.e., taxes, liquidity events, capital calls, etc.)
• Offer value-added fee-based services.

Minimum Qualifications

• Bachelor's Degree in Finance, Business Administration, Economics, or a similar course of study from a reputable university.
• 7 - 10 years of work experience in Private Banking or Financial Services industry preferred.
• A Masters’ Degree, MBA, CFA, or other relevant post graduate qualifications is preferred.
• Strong experience managing the needs of High-Net-Worth Individuals.