WEALTH ADVISOR

Job description:

We are seeking a versatile and driven Wealth Advisor to play a pivotal role in our organization specializing in high-net worth individuals and corporate organizations on how to invest their portfolios that are aligned with their goals and risk tolerance, plan their finances to meet their financial goals/investment needs.

1. Deposit Mobilization: Attract funds into the organization. Present data in formats that are clear, concise, and understandable for follow-up and deal sealing.
2. Client Relationship Management:Exemplify excellence in client service by engaging with clients; build and maintain strong, long-term relationships with clients. Understand clients’ financial goals, risk tolerance, investment preferences and ensuring their satisfaction. Provide personalized financial advice and investment recommendations. Be the primary point of contact for clients.
3. Wealth Management:Assess clients’ current financial situations and future needs. Develop and implement comprehensive wealth management plans. Monitor and review client portfolios to ensure they align with their financial objectives.
4. Financial Planning:Conduct in-depth financial analysis and provide insights to clients. Create financial plans and advise clients on wealth preservation and growth strategies.
5. Investment Advisory:Stay up-to-date with market trends, investment products, and asset classes. Recommend investment opportunities and diversification strategies. Execute trades and manage investment portfolios on behalf of clients.
6. Compliance and Regulation:Ensure compliance with relevant financial regulations and industry standards. Maintain accurate records and documentation of client interactions and transactions.
7. Business Development:Identify and pursue growth opportunities by researching potential clients, and market trends. Collaborate closely with teams to develop strategies for winning new clients and expanding our portfolio.
8. Relationship Management:Cultivate and nurture strong relationships with clients, stakeholders, and industry partners. Foster trust and maintain clear and effective communication to enhance collaboration.
9. Client Communication and Correspondence: Analyze clients’ requirements and assist in all client communication, relationship, and correspondence. Prepare required documentation to support client needs.
10. Marketing Initiatives:Participate in business development, relationship management, client services, and marketing planning initiatives. Design appropriate relationship plans to generate new business through marketing calls, promotions, and presentations.
11. Competitive Analysis:Gather information on competitors, analyze their strategies, and identify competitive advantages to inform our business approach.
12. Trend Analysis:Track and forecast trends in the industry, analyzing data collected to provide management with comprehensive reports and results.

If you are a proactive and versatile professional, eager to embrace the role of a Wealth Advisor with diverse responsibilities in Business Development, Relationship Management, and Marketing, within a leading asset management organization, we invite you to apply. Join our team and help shape the future of our business endeavors.

Requirement/skills:

Minimum of 3-5 years’ experience in financial services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities.

Bachelor’s Degree in Finance, Economics, Business, or a related field.

A client-centric approach with a focus on delivering exceptional service.

Knowledge of financial regulations and compliance standards.

Ability to work independently and as part of a team.

A relevant professional certification (e.g., CFA) is a plus.

Proven experience as a Wealth Advisor, Financial Advisor, or similar role.

In-depth knowledge of financial products, investment strategies, and wealth management.

Strong analytical skills and the ability to perform financial analysis.

Excellent interpersonal and communication skills.

Benefits:

• Salary: Very competitive
• 13th Month allowance
• Leave allowance
• Performance Induced Pay (PIP)
• Quarterly training etc.
  Application Deadline: 06/12/2024

  Job Type: Full time