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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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.
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