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  • Posted: Jun 27, 2025
    Deadline: Not specified
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  • iRecruiters Africa is a fast-growing recruitment firm, offering world-class virtual recruitment & job posting services. Mission To be Africa’s trusted high quality talent providers, creating value-added partnership
    Read more about this company

     

    Wealth Advisors (Asset Management)

    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.

    go to method of application »

    Asset Management Operations Officer

    • This role will be responsible for overseeing and supervising all operational activities, ensuring that transactions are accurately completed, properly documented, and securely stored. In addition to operational duties, the role will also contribute to balance sheet growth by actively marketing and selling the company’s products and services. This will be achieved through a deep understanding of clients’ businesses and aligning their needs with the company’s offerings to deliver tangible value.

    Key Responsibilities:

    • Generate and meet income targets in line with the set target determined at the beginning of the appraisal period.
    • Effectively profile prospects/clients, analyze their needs and goals, and proffer solutions.
    • Document and maintain complete, accurate information for all transactions.
    • Creation of procedural and operations manual documents.
    • Daily Reconciliation of ledger accounts.
    • Supervision of all operational procedures.
    • Analysis of current processes and controls, providing ideas for implementation of enhancements
    • Creation of pro-active monitoring and alerting for our applications
    • Reduce risk exposure for the organization.
    • Adequate experience in various financial products - shares, bonds, treasury bills etc.
    • Preparation and submission of Regulatory report
    • Ability to use financial software and CRM

    Key Requirements

    • First degree, preferably in Finance, or a related field
    • Minimum of 4 years’ experience in a similar function within an asset management firm
    • Proven experience in sales and marketing of investment products and services
    • Demonstrated ability to build and maintain client relationships, identify prospects, and convert leads into business opportunities
    • Strong proficiency in the use of relevant line-of-business solutions and Microsoft Excel
    • Deep understanding of capital market instruments, including equities, fixed income, derivatives, and alternative investments

    Method of Application

    Use the link(s) below to apply on company website.

     

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