We are looking for a Senior Wealth Advisor to monitor client portfolios and maintain regular engagement to encourage retention and additional investment.

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-Develop and grow relationships with prospective and existing clients in the Abuja market.
-Identify and convert opportunities for the firm's investment and wealth management products.
-Promote and sell relevant investment solutions, including Mutual Funds, Fixed Deposits, Equity Funds, Dollar Funds and other approved investment products.
-Build and maintain a healthy pipeline of prospective clients and consistently follow up on opportunities through to conversion.
-Provide clients with appropriate information and guidance on available investment solutions, in line with approved processes and regulatory requirements.
-Develop strong relationships with HNIs, corporate clients, professionals, institutions and other target client segments.
-Monitor client portfolios and maintain regular engagement to encourage retention and additional investment.

-Bachelor's degree in Finance, Economics, Accounting, Business Administration, Marketing or a related discipline.
-5–7 years' relevant experience in wealth management, asset management, investment management, financial advisory, banking, securities or financial services.
-Demonstrable experience in sales, business development or relationship management, preferably within financial services.
-Strong understanding of investment products and the Nigerian financial services market.
-Existing relationships or networks within the Abuja/Northern Nigeria market, particularly among HNIs, corporate clients and professionals, will be an advantage.
-Strong communication, presentation, negotiation and relationship management skills.

How to apply
To apply, please click this link below.

Note: Only qualified candidates will be contacted

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