Wealth Advisor - Port Harcourt

Requirements

• A good first degree in any discipline from a reputable Higher Institution.
  

• Other professional qualification may be an added advantage
  

• 4 to 8 years of experience involving money management, including investment decision-making.
  

• Market and sell appropriate investment products, financial and wealth management services/products to clients
  
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes
  
• Comply with all industry rules and regulation
  
• Works closely with families, individual and businesses to provide customized recommendation to help them meet their goals
  
• Consult with clients on investment strategies products and services that are suitable for their needs
  
• Respond to clients questions and requests
  
• Track and translate investment performance and make recommendations
  
• Build a strong and long term relationship with clients
  
• Establish a network of referrals
  
• Balances referral activities, customer follow up prospect building and administrator task