• Application Deadline: Fri, 22 Jul 2022 00:00:00 GMT
• Position: Wealth Advisor


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 4 - 6 years


• Location Abuja , Lagos , Rivers


• Job Field Sales / Marketing / Retail / Business Development 
  

Objectives:

• To generate new business ideas and devise strategies for acquiring new clients.


• To generate income in line with the set-target of the company.


• Effectively manage business relationships between the company and its clients and ensure excellent service delivery.

Job responsibilities:

• Market and sell appropriate investment products, financial and wealth management services/products to clients


• Prepare and deliver presentations/seminars to clients and prospects for business development purposes


•  Comply with all industry rules and regulation


• Works closely with families, individual and businesses to provide customized recommendation to help them meet their goals


• Consult with clients on investment strategies products and services that are suitable for their needs


• Respond to clients questions and requests


• Track and translate investment performance and make recommendations


• Build a strong and long term relationship with clients


• Establish a network of referrals


• Balances referral activities, customer follow up prospect building and administrator task.


• Ability to create a sales and marketing strategies for new client

Job requirements:

• Bachelor’s Degree in any discipline.


• 4 to 6 years of experience involving money management, including investment decision-making.


• Professional qualification will be an added advantage.