Wealth Advisor

• 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
• Any other assignment as may be assigned by your supervisor

Bachelor's Degree or its equivalent

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

Other professional qualification may be an added advantage

4 to 6 years of experience involving money management, including investment decision-making.

Skills/Knowledge

· Excellent interpersonal and communication skills

· 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

Leadership 

· Ability to influence others to do what is ethically right.

· Must be fair, goal oriented, responsible and aggresive

· Must be able to evaluate others

· Must be charismatic

Proactive decision-maker

· Ability to look beyond the obvious/routine

· Ability to see what others cannot see

· Ability to seek a richer set of alternatives

· Ability to question assumptions

· Ability to proactively measure performance.