• Application Deadline: Fri, 16 Dec 2022 00:00:00 GMT
• Position: Investment Advisor


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 5 - 10 years


• Location Lagos


• Job Field Banking  , Finance / Accounting / Audit 
  


• Salary Range Above ₦1,000,000/month
  

We are looking for a Investment Advisor to be responsible for acquiring and driving wealth procurement. The responsibilities of Investment Advisors include relationship management, Wealth Marketing and Business Analysis.

To be successful as a Investment Advisor, you should have the ability to interpret quantitative and qualitative data, possess strong marketing, sales and negotiation skills, and you should have superior knowledge of wealth management.

Responsibilities:

• Fund mobilization and/or Liability Generation


• Analyse financial information


• Cultivate client relationships


• Develop Wealth Marketing and Sales strategies


• Manage Assets and client portfolios


• Compliance and Risk Averse


• Needs to be based in Lagos


• Strong presentation skills, and an understanding of customer relations tactics


• Business Analyst mindset and numbers driven


• Hit and exceed quarterly targets

Background Requirements and Qualifications:

• Degree in finance, economics, management, or related field


• Previous experience in financial services


• Must be analytical


• Able to understand complex information


• Strong numerical skills

Competencies:

• Knowledge of finance – wealth managers must have significant knowledge of finance and economics, along with a sharp eye for business trends, if they are to successfully handle their clients’ assets and investments over the long term


• Analytical thinking – it’s essential for wealth managers to be critical thinkers who can conduct research and formulate action steps based on hard data such as stock prices, client cash flow, and net assets


• Communication skills – wealth managers must be excellent at both written and verbal communication since they frequently hold client meetings, coordinate with other professionals, and express their findings through reports and presentations


• Relationship management – since wealth managers ideally work with clients for a number of years, a key aspect of the job is relationship management. They should earn the trust of clients through ethical behavior, a willingness to listen, and consistent performance


• Adaptability and Perseverance– rather than advocating for a financial plan that’s set in stone, wealth managers recognize that plans undergo constant revision as they adjust to real-time results and changing client goals.