About this role
Wealth Advisor
We are seeking a Wealth Advisor to mobilise funds and build strong client relationships while promoting investment and portfolio-management products to meet assigned sales targets.
Responsibilities
- Mobilise funds from individuals, HNIs, SMEs, and corporate clients
- Identify and convert new business opportunities
- Promote investment and portfolio management products
- Build and maintain strong client relationships
- Achieve assigned sales and mobilisation targets
- Maintain an active sales pipeline and provide regular reports
Requirements
- Bachelor’s/HND in Finance, Economics, Business, Marketing, or a related field
- 1–3 years’ experience in wealth management, investment sales, deposit mobilisation, banking, business development, or fintech
- Strong communication, negotiation, networking, and relationship-management skills
- Proven ability to meet sales targets