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WEALTH ADVISOR

EduBridge Academy

Role overview

Qualifications

  • First Degree in any discipline from a reputable Higher Institution
  • 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.

Responsibilities

  • 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

About the company

EduBridge Academy logo

EduBridge Academy

Vocational & Technical Training

EduBridge Academy is a Career Advisory, Training & Support Academy helping undergraduates, graduates & working professionals learn the skills employers demand across several fields. The Academy provide solutions to the identified skill gap between the world of work and the Nigerian university system. The Academy solves the urgent recruitment need of employers in Nigeria for trained, ready-to-work entry level talent. EduBridge Academy runs employability intervention programmes to integrate graduates (and undergraduates) into jobs by teaching them the requisite technical and soft skills needed to obtain jobs. These trained candidates are then offered to employers directly or through the EduBridge Academy job outsourcing platform. Unlike its competitors, the Academy provides technical skill training in the narrow industry segments that graduates can find work. Also, EduBridge Academy provides career direction (career options, networking with professionals & mentorship) to undergraduates. Since its inception in 2016, EduBridge Academy • has reached more than 50,000 students and graduates in Ghana, Kenya and Nigeria. • has trained over 500 graduates and placed over 300 in jobs. • has a network of about 50 employers.

Company details

IndustryVocational & Technical Training
Company size11-50

Links

Website LinkedIn See all jobs

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Job description

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.

 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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