Wealth Advisor at Alan & Grant

Job Summary

• The Wealth Advisor will be responsible for generating new business ideas and creating strategies for acquiring new clients.
• The job holder will also be required to generate income in line with the set target of the company and effectively manage business relationships between the company and its clients and ensure excellent service delivery.

Duties and Responsibilities

• Market and sell appropriate investment products, financial and wealth management services/products to prospects.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Consult with clients on investment strategies products and services that are suitable for their needs.
• Track and translate investment performance and make recommendations.
• Build strong and long term relationships with clients.
• Balance referral activities, customer follow up prospect building an administrator task.
• Keep proper records of all client transactions, mandates and log key conversations with clients on a monthly basis.

Requirements

• Bachelor's Degree in any discipline from a reputable Higher Institution.
• 4 - 6 years of experience involving money management, including investment decision-making.
• Good knowledge of the Capital market in general and Wealth Management Services in particular.
• Must possess good selling skills.
• Strong quantitative and analytical skills.
• Excellent interpersonal and communication skills.
• Excellent prospecting and marketing skills.
• Excellent presentation skills.