• Application Deadline: Fri, 31 Jan 2025 00:00:00 GMT
• Position: Wealth Advisor



• Job Type Full Time



• Qualification BA/BSc/HND



• Experience



• Location Lagos




• Job Field Sales / Marketing / Retail / Business Development 
  
  

Job Duties / Responsibilities

• Compile and profile names of individuals/companies/clusters that fit the target market description


• Facilitate cluster meetings, for presenting our services offerings.


• Achieve set cluster meeting targets


• Coordinate at the team level, the development and execution of all market strategies.


• Facilitate conversion of prospects including follow up of individuals, group/clusters and achieve set conversion targets.


• Upselling of pre-qualified retail clients to other services


• Actively manage client relationship- portfolio monitoring, reporting, feedback and overall client engagement.


• Obtain referrals from clients in line with the targets set for the teams


• Generate weekly/monthly reports on progress of conversion of prospects


• Demonstrate the desire to gain adequate knowledge of core asset management services and take practical steps to achieving same.


• Achieve nil record of client complaint and work with the CRM and other teams to provide speedy resolution should any complaint arises


• Provide support towards all Asset Management related events and actively create opportunities for the team to network.


• Other responsibilities may be assigned by management from time to.