More Than A Career Guide.
Wealth Advisor
Location
Nigeria
Posted
1 day ago
Salary
₦7,000K - ₦9,000K / year
Seniority
Mid Level
Job Description
Wealth Advisor
EduBridge Academy
• 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 • 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 • 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
Job Requirements
- 2-5 years of Experience
- 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.
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