Wealth Advisor at Meristem Securities Limited Full Time

Meristem Securities Limited is a leading capital market conglomerate that offers Wealth Management services, Stockbroking services, Registrar services, Trustee services and Investment Banking services to our clients.

We are in search for young, experienced and passionate individuals to join our team in the underlisted position:

Job Title: Wealth Advisor

Location: Lagos

Job Objectives / Summary

• To generate new business ideas and devise strategies for acquiring new clients
• To generate income in line with the set-target of the company
• Effectively manage business relationships between the company and its clients and ensure excellent service delivery.

Job Duties / Responsibilities

• 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
• Works closely with families, individual and businesses to provide customized recommendation to help them meet their goals
• Consult with clients on investment strategies products and services that are suitable for their needs
• Respond to clients questions and requests
• Track and translate investment performance and make recommendations
• Build a strong and long term relationship with clients
• 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 clients.

Application Closing Date
15th November, 2021.