Financial/Wealth Advisor at Swift Consulting

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
2 years ago

Additional Details

Job ID
68235
Job Views
98

Job Description

  • Application Deadline: Sun, 31 Dec 2023 00:00:00 GMT
  • Position: Financial/Wealth Advisor

  • Job Type Full Time

  • Qualification BA/BSc/HND

  • Experience 4 - 5 years

  • Location Lagos

  • Job Field Travels & Tours 



Key Responsibilities:



  • Build and maintain strong relationships with clients to understand their financial objectives, risk tolerance, and investment preferences.

  • Utilize your sales expertise to attract new clients, expand the client base, and achieve sales targets.

  • Stay updated on Visa Services offered by our organization and assist clients in understanding the options available.

  • Ensure compliance with industry regulations and organizational policies to maintain the highest ethical standards.

  • Prepare and deliver compelling sales presentations. 

  • Collaborate with the internal teams to ensure smooth onboarding and service delivery processes for new clients. 

  • Keep abreast of industry developments, Visa regulations, and market trends to maintain a competitive edge.

  • Prepare and explain our services to clients, highlighting the value proposition and benefits. 

  • Provide feedback and insights from client interactions to enhance our service offerings and sales strategies.


Qualifications



  • Bachelor's Degree in Business, Marketing, or a related field (or equivalent work experience).

  • Minimum of 5 years experience in sales or related field

  • Proven track record in sales, preferably in the financial services, fintech, Visa, travel and tourism services.

  • Exceptional communication, negotiation, and presentation skills.

  • Strong interpersonal skills, with the ability to build rapport and maintain relationships with diverse stakeholders.

  • Results-oriented mindset with a drive to achieve and exceed sales targets.

  • Female preferred for gender balance.


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