Welcome, Guest: Register On Nairaland / LOGIN! / Trending / Recent / NewStats: 3,194,412 members, 7,954,644 topics. Date: Saturday, 21 September 2024 at 04:19 AM |
Nairaland Forum / Nairaland / General / Career / Wealth Advisor (253 Views)
Help! NSIA Insurance Financial Advisor Salary / Marketer/financial Advisor Needed At ARM Life Plc 2019 | Apply Now / Sales Advisor Wapic Plc (2) (3) (4)
(1) (Reply)
Wealth Advisor by fesamson57: 11:51am On Jul 26, 2022 |
Job role: Wealth Advisor Industry: Financial Services Location: Abuja, Lagos & Port Harcourt Objectives: • 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 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 client Job requirements: • Bachelor’s Degree in any discipline. • 4 to 6 years of experience involving money management, including investment decision-making. • Professional qualification will be an added advantage. Qualified and interested candidate should share their CV with recruitment@mactay.com using the job role as the subject of the mail |
(1) (Reply)
Master Your Graphic Design - Free Tutorial / 3 Strategies For Boosting Self-confidence / ��� I Made My First 200k Using My Smartphone
(Go Up)
Sections: politics (1) business autos (1) jobs (1) career education (1) romance computers phones travel sports fashion health religion celebs tv-movies music-radio literature webmasters programming techmarket Links: (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) Nairaland - Copyright © 2005 - 2024 Oluwaseun Osewa. All rights reserved. See How To Advertise. 9 |