Wealth Management Advisor

Responsibilities:

New Business Development:

• Participate in sales meetings with prospective clients.
• Facilitate client meeting planning and presentation.
• Develop leads and referrals from current clients and outside contacts.
• Seek to increase current accounts through additions to AUM.
• Generate new deposits (net flow) based on agreed target with an optimized cost of funds
• Secure partnerships, develop marketing plans, and grow revenue.
• Offer value-added, fee-based wealth management services where applicable.

Client Service:

• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
• Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
• Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Manage client portfolios and keep client plans up to date.
• Contact clients periodically to determine any changes in their financial status.
• Explain to clients the personal financial advisor's responsibilities and the types of services to be provided
• Provide financial advisory to customers to maximize returns on investment. 

Requirements:

• Relevant first degree from a recognized financial institution
• Minimum of 8 years’ experience in an asset management company. 
• Relevant professional certification

Skills & Competencies:

• Business and Market Intelligence
• Customer Experience Management
• Financial Literacy
• Understanding of Financial Markets
• Financial Instruments and Products Knowledge
• Asset and Liability Management
• Liquidity Management 

Location: Ikoyi, Lagos