- Contents
- Open Jobs
- Wealth Advisors (Asset Management)
- Asset Management Operations Officer
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Method of Application
Jobs at iRecruiters Africa Limited
Wealth Advisors (Asset Management)
- Job Type Full Time
- Qualification BA/BSc/HND
- Experience
- Location Lagos
- Job Field Sales / Marketing / Retail / Business Development 
Key Responsibilities:
- Champion the growth of the company’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 contributing 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.
Key Requirements
- 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
- Preferred candidate must have a minimum of 4 years of business development experience in investment/wealth and funds management.
- Strong business acumen and ability to sell.
- 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.
- Effective communication and presentation skills.
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