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Wealth Advisors (Asset Management Firm)

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Job Description - Wealth Advisors (Asset Management Firm)


Our client is a leading investment banking firm offering services in capital raising, financial advisory, and asset management. The company is fully licensed and regulated by the SEC and plays a major role in Nigeria’s financial markets.

 

The Company is seeking to hire a skillful and experienced Wealth Manager to champion the growth and expansion of the company’s asset under management (AUM). This role involves meeting income targets, building client relationships, providing financial planning and investment advice, developing strategies for business growth, and collaborating with teams to align solutions with client goals.

 

Key Responsibilities:

§  Champion the growth of the company'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 contributing 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.






Requirements

§  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

§  Preferred candidate must have a minimum of 4 years of business development experience in investment/wealth and funds management.

§  Strong business acumen and ability to sell.

§  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.

§  Effective communication and presentation skills.






Benefits

Base Pay ranges BTW N16,000,000 – N20,000,000 Annually, plus Other interesting benefits







Original job Wealth Advisors (Asset Management Firm) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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