WEALTH ADVISOR
- Full-time
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.