Wealth Management Advisor

WE ARE HIRING

POSITION: WEALTH ADVISORS

Location: [Lagos, Abuja, PHC]

A reputable Financial Services and Asset Management company, seeks motivated and client-focused Wealth Advisors to grow its client base, promote investment products and build lasting client relationships.

Key Responsibilities

• Identify and acquire new individual and corporate clients.
• Understand clients’ financial goals, investment needs and risk profiles, and recommend suitable investment solutions.
• Mobilise funds and achieve agreed business development targets.
• Manage client relationships and provide timely updates on investments.
• Explain investment products, associated risks, fees and terms clearly to clients.
• Coordinate client onboarding and ensure complete documentation in line with company procedures.
• Maintain accurate records of prospects, client engagements, and sales activities.
• Work with investment, operations, and compliance teams to deliver excellent client service.

Qualifications and Experience

• A bachelor's degree in finance, Economics, Accounting, Business Administration or a related discipline.
• At least two years of experience in wealth management, financial services sales, relationship management or business development.
• Good understanding of investment products and financial markets.
• Strong communication, negotiation and relationship management skills.
• A proven ability to acquire clients and meet business targets.
• Relevant professional qualifications will be an added advantage.

Personal Attributes

The ideal candidates should be proactive, results-oriented, and trustworthy, with a strong commitment to client service, ethical conduct, and teamwork.

How to Apply

Interested and qualified candidates should send their CV and a brief cover letter to How to Apply to talenthirepoint@gmail.com, using “Wealth Advisor” as the subject line.

Only shortlisted candidates will be contacted.