Sankore is an investment and advisory firm that provides an array of wealth and fund management services to individuals and institutions. We are recruiting to fill the position of:
Job Title: 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
To Apply
Interested and qualified candidates should:
Click here to apply online
Application Deadline: 30th May, 2020.
source: https://jobcenternigeria.com/sankore-recent-employment-opportunity-apply-now/