Investment Advisor

Investment Advisor - Port Harcourt | Apply to Meristem Stockbrokers Limited

Job 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 deliver.

Job Details

• Generate income and meet income target in line with the set-target.
• Aggressive marketing of the company’s products and services. Effectively profile prospects/clients, analyze their financial risk appetite, needs and goals for investing and provide guidance to them as regards their investments.
• Follow up on clients’ mandates to ensure they are promptly executed and error free.
• Maintain a cordial business relationship with all clients whilst ensuring regular communication with assigned clients.
• Effectively work with members of the team in handling all relationship management issues, such that all clients have access to more than one account officer at any given time.
• Generate income and meet income target in line with the set-target determined at the beginning of an appraisal period.

Requirements

• A good first degree in any discipline from a reputable Higher Institution.

• 4 - 8 Years experience (Capital markets)

• Professional qualification e.g. ACA, ACCA, CIS may be an added advantage.

• Skills/Knowledge

• Excellent interpersonal and communication skills

• Excellent prospecting and marketing skills ▪ Good knowledge of the Capital market and its operations

• Excellent presentation skills

• Must possess good selling skills

• Strong quantitative and analytical skills

• Leadership; Ability to influence others to do what is to be done.

• Must be fair, goal oriented, responsible and aggressive

• Must be able to evaluate others

• Must be charismatic

• Proactive decision-maker

• Ability to look beyond the obvious/routine

• Ability to see what others cannot see

• Ability to seek a richer set of alternatives

• Ability to question assumptions

• Ability to proactively measure performance.

• Sound ethics and integrity.

• Must have high sense of integrity, accountability and dependability

• Must uphold high ethical standard i.e. know and stick to all capital market rules as contained in Regulatory rules & code of ethics guiding operations in the industry.

About Company

Meristem Stockbrokers Limited

https://meristemng.com

MERISTEM SECURITIES TRADING Licensed by the Securities and Exchange Commission, MSBL offers Brokerage Services, Securities Dealing, Strategic Acquisitions and Investment Research. It also provides easy access to on-line brokerage account allowing clients monitor trades real-time via Meritrade.