Wealth Advisor at Sankore Investment

Job Expired

Wealth Advisor

Locations: Port-Harcourt, Rivers and Abuja

Job Description
Client Service:

  • Provide Wealth Management service to clients which includes, Wealth & Estate Planning, Trust, Financial Planning, Strategy, etc.
  • Extensive communication with clients and their Advisors
  • Discuss investment performance, economic and market trends
  • Direct consultation with attorneys, accountants and other Advisors on financial, tax and estate planning
  • Client meeting planning, facilitation and presentation
  • Develop and/or deliver private wealth education sessions to clients and staff

Strategy:

  • Provide strategic and focused product ownership for Portfolio Management and Advise platforms
  • Define and drive the road map for these platforms for the near, medium and long term
  • Maintain business cases and key performance indicators and coordinate with larger company goals
  • Partner with stakeholders and user groups from other teams
  • Research new and emerging trends and technologies in areas of portfolio Management and Financial Planning

Investment Management:

  • Establish client investment objectives including risk tolerance, asset allocation, and cash requirements
  • Coordinate with Fund Managers on investment policy statement (IPS) with each client based on their goals, objectives and risk tolerance
  • Implementation of investment plans
  • Translate investment policy to individual investment objectives
  • Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to re-balance
  • Review portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) quarterly
  • Manage investment transition for new clients
  • Plan strategies for diversification

New Business Development:

  • Develop leads and referrals from current clients and outside contacts
  • Seek to increase current accounts through additions to AUM
  • Secure Partnerships, develop marketing plans and grow revenue
  • Offer value-added fee-based services
  • Participate in sales meetings with prospective clients.

Requirements

  • Bachelor’s degree in Investment, Finance, Economics, Business Administration or an equivalent combination of education and experience
  • MBA is an added advantage
  • Eight (cool years’ experience running medium to large Wealth Management Projects
  • At least Five (5) years of Product Management experience
  • Candidates must be resident in Portharcourt.

Desired Attributes:

  • Strong knowledge of the Financial Industry, specifically in the areas of Portfolio Management and Financial Planning
  • Strong leadership Skills
  • Ability to thrive in fast-paced environment, reacting quickly to changing market/industry variables
  • Ability to foster a culture of collaboration, innovation and team work
  • Capacity to work with demanding clients and diverse groups of people
  • Excellent communication and interpersonal skills with a customer service focus
  • Excellent Strategic thinking ability
  • Result driven
  • Self-confidence, Personal Integrity and Credibility
  • Ability to act and operate independently with minimal supervision to accomplish objectives
  • Good sales and negotiation skills
  • Ability to analyze and research information
  • Plenty of drive, initiative and motivation
  • Technology Proficient (excel, word, ability to learn new software).

Benefits

  • Competitive

Application Cloing Date
30th May, 2020.


Method of Application

Interested and qualified candidates should:
Click here to apply online

More Information

  • This job has expired!

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