Wealth Advisors at Dunn & Braxton

Key Responsibilities:

• Champion the growth of the company's Asset Under Management (AUM).
• Meet income targets and other Key Performance Indicators.
• Effectively profile prospects/clients, analyze their needs and goals, and proffer solutions.
• Build and maintain value-adding business relationships and lead in the development of new client relationships.
• Provide financial planning, wealth management, and investment advisory.
• Prepare marketing plans and develop strategies to grow the retail and institutional products and clients.
• Coordinate the execution of business initiatives by identifying business opportunities and actively contributing to product and service development to meet the client’s current and future needs.
• Analyze relevant information to determine strategies best aligned to meeting clients' financial objectives.
• Maintain team spirit in working with other team members.

Key Requirements:

• First Degree in any discipline from a reputable Higher Institution.
• Other professional qualifications may be an added advantage.
• Proven experience in Investment and Financial Assets Management
• Preferred candidate must have a minimum of 4 years of business development experience in investment/wealth and funds management.
• Strong business acumen and ability to sell.
• Understanding of Asset Management products and services.
• Adequate experience in various financial products - shares, bonds, treasury bills, etc.
• Registration with the Securities and Exchange Commission is an added advantage.
• Effective communication and presentation skills.