Wealth Advisor job at Meristem Securities Limited

Meristem Securities Limited is a leading capital market conglomerate offering investment management and financial advisory services to our clients, we are recruiting to fill the following vacant roles in our company.

We are recruiting to fill the position below:

Job Position: Wealth Advisor
Job Location: Lagos

Purpose

• Are you a dynamic mix of purpose-driven, smart and collected individual who has a knack for not just hatching strategies but also follows through in terms of business development, service, innovation and product creation.
• Imagine being in a fast-paced environment that rewards creativity, personal development and excellence.
• If this sounds like you, you are definitely sure to thrive in providing investment advice across a variety of wealth management products and services.
• Also, have the requisite skills to counsel clients on investment opportunities, consonant with the customer’s needs, goals and tolerance for risk.
• This role requires keeping abreast of the financial markets, constantly monitoring the specific investments in clients' portfolios, and being on top of new investment strategies and investment vehicles.

Key Responsibilities

• Ability to 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 regulation.
• Ability to work closely with families, individual and businesses to provide customized recommendation to help them meet their goals.
• Engage clients on investment strategies products and services that are suitable for their needs.
• Respond to clients queries and requests.
• Track and translate investment performance and make recommendations.
• Outstanding client relationships qualities and practices.
• Establish a network of referrals.
• Balances referral activities, customer follow up prospect building and administrator task.
• Ability to create a sales and marketing strategies for new client.

Requirements
Desired Experience:

• Minimum of 2 years of prior/cognate experience in the relevant field. Experience in sales, marketing, management, etc. Experience in Finance industry is preferable.

Studies:

• A bachelor's degree is required. However, a master's degree in any field but with keen interest/specialization in selling of financial services and products is preferable.

Minimum Requirements:

• A strategic thinker with quality experience in sales/business development.
• Sound knowledge of financial services industry.
• Visionary and help in making profitable future business deals.
• Analytical/Quantitative/Problem Solving Skills.
• Creativity, Initiative and Commitment.
• Excellent Oral & Written Communications skills.
• Excellent Relationship Management skills.
• Adherence to policies/Limits.
• Good Networking skills.
• Prolific skills in deal origination, execution and Project Management.
• Team Player Skills.

Desired Requirements:

• Ability to influence others positively to do what is to be done.
• Must be fair, goal oriented, responsible and driven.
• Ability to seek a richer set of alternatives.
• Ability to question assumptions and norms.
• Ability to proactively measure performance.
• Must be able to evaluate others.
• Must be charismatic.
• Must have high sense of integrity, accountability and dependability.
• Must uphold high ethical standard i.e. know and stick to all capital market rules as contained in Regulatory rules & code of ethics guiding operations in the industry.