WEALTH ADVISOR

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.