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Wealth Advisor/Manager

2 weeks ago


Abuja, FCT, Nigeria Kholas Professional Services Limited Full time ₦600,000 per year
Kholas Professional Services Limited
Management & Business Development

Abuja Full Time

Banking, Finance & Insurance NGN 600, ,000

Job Summary

Our client, a leading financial services company in Nigeria, in the business of delivering exceptional Investment Management and Advisory Services is looking for a Wealth Advisor/Manager, whose primary responsibility is to meet the company's financial target and manage relationships with clients to ensure optimum client acquisition.

  • Minimum Qualification : Degree
  • Experience Level : Mid level
  • Experience Length : 3 years
  • Working Hours : Full Time
Job Description/Requirements

Responsibilities:

  • Responsibility is to meet the company's financial target and manage relationships.
  • Ensure optimum client acquisition, retention, and income generation from the sales of the company's investment products.
  • Provide financial advisory to high net-worth clients on the ideal asset allocation structure.

Requirements:

  • Good communication
  • Presentation and writing skills.
  • Attention to details.
  • Ability to influence and persuade.
  • Time management/Organizational skills/Analytical skills.
  • Industry knowledge and ability to network effectively.
  • Proficiency in Microsoft office suites.