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Job Description
The Wealth Advisor Corporates is responsible for providing comprehensive financial advisory services to our corporate clients, leveraging a tech-driven proposition to optimize their financial goals and enhance their financial well-being. This role involves developing strategic financial plans, managing investment portfolios, Client experience, and real estate management, tailored to meet the unique needs of corporate clients.
Responsibilities
- Build and nurture strong relationships with corporate clients and their executives across our asset classes to understand their financial needs and preferences.
- Develop customized financial plans utilizing a tech-driven approach, aligned with corporate clients’ business objectives and financial goals.
- Provide exceptional customer service, addressing inquiries, concerns, and providing proactive financial advice.
- Manage diversified investment portfolios for corporate clients based on their risk tolerance and financial objectives.
- Monitor and review investment portfolios regularly, making necessary adjustments to ensure alignment with clients’ evolving financial goals and market conditions.
- Ensure compliance with regulatory requirements and guidelines pertaining to financial advisory services for corporate clients.
- Stay updated on market trends, economic developments, and industry-specific factors impacting the financial landscape for corporations.
- Collaborate with internal teams, and investment specialists, to deliver holistic financial solutions.
- Work with other departments to ensure seamless service delivery and cross-selling opportunities.
Qualifications
- Bachelor’s degree in finance, Business, Economics, or related field; MBA or CFA designation preferred.
- Minimum of 7-9 years of experience in Business Development and Relationship Management, preferably in the investment industry or related financial services sector.
- Proven experience in financial advisory services, particularly in advising corporate clients and integrating tech-driven solutions to meet their needs.
- Strong understanding of financial products and investment strategies.
- Strong knowledge of investment products, including equities, fixed income, alternative investments, and fund structures.
- Strong communication and presentation skills, with the ability to effectively engage and influence stakeholders at all levels.
Location: Lagos State, Nigeria.
Apply: WEALTH MANAGER ADVISOR
