WEALTH ADVISOR (2 SLOTS)

Job Category:
Finance
|  Posted on:
|  Job Type:
Full -Time
Lagos

WEALTH ADVISOR (2 SLOTS)

Finance
Full -Time
Lagos
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The purpose of the role is 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.

The main responsibilities of the position include:

• 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

Qualification, Experience & Skills

• A good first degree in any discipline from a reputable Higher Institution.

• Minimum of 7 years experience

• Other professional qualification may be an added advantage.

• Must uphold high ethical standard i.e. know and stick to all capital market rules as contained in Regulatory rules & code of ethics guiding operations in the industry.

• Excellent prospecting and marketing skills

• Good knowledge of the Capital market in general and Wealth Management Services in particular.

• Excellent presentation skills

• Must possess good selling skills

• Strong quantitative and analytical skills

CVs should be sent to invest@oscartemple.com

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