About this role
Senior Wealth Advisor role at TeamAce Limited, a reputable financial services/asset management company, based in Abuja. The job involves developing and managing relationships with individuals, HNIs, corporate clients and prospective investors, and identifying and converting investment and wealth management opportunities aligned with their financial objectives. It is a full-time role aimed at expanding the client base in Abuja and Northern Nigeria.
What you would do
- Develop relationships with Abuja-based clients, including HNIs, corporate clients, professionals and institutions.
- Identify opportunities for investment and wealth management products.
- Convert identified opportunities into business for the company’s products.
- Promote and sell investment solutions such as Mutual Funds, Fixed Deposits, Equity Funds and Dollar Funds.
- Provide clients with information and guidance on suitable investment solutions in compliance with processes and regulatory requirements.
- Monitor client portfolios and engage regularly to drive retention and growth.
What they are asking for
- Bachelor’s Degree in Finance, Economics, Accounting, Business Administration, Marketing, or related discipline.
- 5–7 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 the financial services or asset management industry.
- Strong understanding of investment products and the Nigerian financial services market, with ability to effectively communicate investment solutions to clients.
- Existing relationships or networks with HNIs, corporate clients, professionals, and investors in Abuja/Northern Nigeria will be a strong advantage.
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