Wealth Advisor job at Alan & Grant
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545 Days Ago
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Vacancy title:
Wealth Advisor

[ Type: FULL TIME , Industry: Consulting , Category: Accounting & Finance ]

Jobs at:

Alan & Grant

Deadline of this Job:
20 December 2021  

Duty Station:
Within Nigeria , Lagos , West Africa

Date Posted: Wednesday, December 08, 2021 , Base Salary: Not Disclosed


Location Lagos

Job Summary
The job holder will be responsible for generating new business ideas and devising strategies for acquiring new clients.

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, individuals and businesses to provide customized recommendations 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.

• A Bachelor's Degree in any discipline from a reputable Higher Institution.
• Other professional qualifications may be an added advantage.
• Candidates should have at least 4 to 6 years of experience involving money management, including investment decision-making.

Work Hours: 8

Experience in Months: 48

Level of Education:
Bachelor Degree

Job application procedure

Use the link below to apply on company website.


Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

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Job Info
Job Category: Accounting/ Finance jobs in Nigeria
Job Type: Full-time
Deadline of this Job: 20 December 2021
Duty Station: Lagos
Posted: 08-12-2021
No of Jobs: 1
Start Publishing: 08-12-2021
Stop Publishing (Put date of 2030): 08-12-2050
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