Wealth Advisor at Alan & Grant

Job Objective/Summary:

• To generate new business ideas and devise strategies for acquiring new clients
• To generate income in line with the set-target of the company
• Effectively manage business relationships between the company and its clients and ensure excellent service delivery.

Job Duties/Responsibilities:

• Market and sell appropriate investment products, financial and wealth management services/products to clients
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes
• Comply with all industry rules and regulations
• Works closely with families, individual and businesses to provide customized recommendation to help them meet their goals
• Consult with clients on investment strategies products and services that are suitable for their needs
• Respond to clients questions and requests
• Track and translate investment performance and make recommendations
• Build a strong and long term relationship with clients
• Establish a network of referrals
• Balances referral activities, customer follow up prospect building and administrator task
• Ability to create sales and marketing strategies for new clients
• Any other assignment as may be assigned by your supervisor

Key Performance Metrics

• Number of new accounts opened
• Income generated from transactions
• Level of complaints/commendation from clients

Requirements
Qualifications / Education:

• Bachelor's Degree or its equivalent
• A good First Degree in any discipline from a reputable Higher Institution.
• Other professional qualifications may be an added advantage.

Work Experience:

• 4 to 6 years of experience involving money management, including investment decision-making.

Skills & Competencies:

• Excellent interpersonal and communication skills.
• Excellent prospecting and marketing skills.
• Good knowledge of the Capital market in general and Wealth Management Services in particular.
• Excellent presentation skills.
• Must possess good selling skills.
• Strong quantitative and analytical skills.
• Ability to influence others to do what is ethically right.
• Must be fair, goal oriented and responsible .
• Must be able to evaluate others.
• Must be charismatic.
• Proactive decision-maker.
• Ability to look beyond the obvious/routine.
• Ability to see what others cannot see.
• Ability to seek a richer set of alternatives.
• Ability to question assumptions.
• Ability to proactively measure performance.
• Must have a high sense of integrity, accountability and dependability
• Must be ethical i.e. must follow the ideals and responsibilities of the banking industry as set out in the code.