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Wealth Advisor

salary Salary :

₦7,000,000 - 9,000,000 yearly

Job Description - Wealth Advisor

Company Description

An Asset Management Firm in Lagos State.

Job Description

  • 2-5 years of Experience
  • Champion the growth of SCM Capital’s Asset Under Management (AUM).
  • Meet income targets and other Key Performance Indicators.
  • Effectively profile prospects/clients, analyze their needs and goals, and proffer solutions.
  • Build and maintain value-adding business relationships and lead in the development of new client relationships.
  • Provide financial planning, wealth management, and investment advisory.
  • Prepare marketing plans and develop strategies to grow the retail and institutional products and clients.
  • Coordinate the execution of business initiatives by identifying business opportunities and actively contribute to product and service development to meet the client’s current and future needs.
  • Analyze relevant information to determine strategies best aligned to meeting clients' financial objectives.
  • Maintain team spirit in working with other team members.

Qualifications

  • First Degree in any discipline from a reputable Higher Institution.
  • Other professional qualifications may be an added advantage
  • Proven experience in Investment and Financial Assets Management
  • Understanding of Asset Management products and services.
  • Adequate experience in various financial products - shares, bonds, treasury bills etc.
  • Registration with the Securities and Exchange Commission is an added advantage.

Additional Information

SALARY: 7 - 9 million ANNUALLY

  • Effective communication and presentation skills.
  • Strong business acumen.

 

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About the Company

Edubridge Academy

At Recruiture by EduBridge Academy, we leverage technology and data driven recruitment solutions for our clients. We focus on ensuring a 'talent-organization' culture fit as the business needs of our clients evolve.

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