EduBridge Academy logo
EduBridge Academy

More Than A Career Guide.

Wealth Advisor

Location

Nigeria

Posted

1 day ago

Salary

₦7,000K - ₦9,000K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

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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