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Senior Wealth Advisor
About this role
Senior Wealth Advisor role with TeamAce Limited in Abuja. You will build and manage relationships with individuals, high-net-worth clients, corporate clients and prospective investors, and identify and convert suitable investment and wealth management opportunities aligned to their financial objectives.
What you would do
- Build and grow relationships with prospective and existing clients in the Abuja market.
- Identify and convert opportunities for the company's investment and wealth management products.
- Maintain a pipeline of prospective clients through regular follow-up.
- Promote and sell approved investment solutions, including Mutual Funds, Fixed Deposits, Equity Funds, Dollar Funds and other products.
- Provide clients with accurate information and guidance on suitable investment solutions, following approved processes and regulatory requirements.
- Monitor client portfolios and engage regularly to drive retention and additional investments.
What they are asking for
- Bachelor's degree in finance, economics, accounting, business administration, marketing, or related discipline.
- 5 to 7 years of relevant experience in wealth management, asset management, investment management, financial advisory, banking, securities or related financial services.
- Demonstrable experience in sales, business development or relationship management, preferably within financial services or asset management.
- Strong understanding of investment products and the Nigerian financial services market, with the ability to effectively communicate investment solutions to clients.
- Existing relationships or networks with high-net-worth individuals, corporate clients, professionals, and investors in Abuja/Northern Nigeria will be a strong advantage.
Listing details are summarised from the source. Always confirm the role and the employer on the original posting before applying, and never pay to apply for a job.