Wealth Manager - Abuja at EduBulb Consulting

Key Responsibilities

• Achieve the assigned individual AUM target for the period.
• Advising clients on financial products and services
• Review clients' portfolio and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Managing Investment and Assets of the clients
• Carrying out market research and customer surveys to assess demand, brand positioning and awareness
• Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.
• Implement financial recommendations and assist with implementation of the plan.
• Contact clients periodically to determine any changes in their financial status.
• Investigate available investment opportunities to determine compatibility with client’s
• financial plan.
• Analyze Financial information with client to learn about their financial goals, risk tolerance and current asset allocation.
• Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
• Ensure all regulatory compliance requirements are strictly observed and followed.
• Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
• Optimize the use of technological tools to improve investment management process and operational efficiency.
• Act as a good ambassador of the organization through proper conduct always to portray the organization in good light.
• Utilize tactical negotiation skills to improve funding cost of the fixed income portfolio and other funds under management.
• Organizing financial trainings for organizations and groups to enhance brand visibility.
• Other assigned responsibilities.

Qualifications & Key Skills

• BSc Degree in Marketing, Business Administration or any other related field
• MBA is an added advantage
• Minimum of 3 - 5 years of experience on the job as a Wealth Advisor
• Good writing and communication skills
• Good presentation skills
• Ability to influence and persuade
• Good time management and organizational ability
• Analytical skills
• Knowledge on the job and the industry
• Proficiency in Microsoft office
• Attention to details
• Ability to Network.