A fund and portfolio management firm is seeking a results-driven Wealth Advisor to mobilise funds, acquire clients and promote investment and portfolio management products.
Job Overview
Job Summary
Key Responsibilities
Mobilise funds from individuals, HNIs, SMEs and corporate clients.
Identify and convert new business opportunities.
Promote investment and portfolio management products.
Build and maintain strong client relationships.
Achieve assigned sales and fund mobilisation targets.
Maintain an active sales pipeline and provide regular reports.
Required Qualifications
Bachelor’s degree/HND in Finance, Economics, Business, Marketing or a related field.
1–3 years’ experience in wealth management, investment sales, deposit mobilisation, banking, business development or fintech.
Strong communication, negotiation, networking and relationship-management skills.
Proven ability to meet sales targets.
Skills & Competencies
Experience
None
Benefits & Perks
Work Schedule
Additional Information
How to Apply
Apply on Website
Complete your application on the company's website