Wealth Advisor (Port Harcourt)

Job Summary

The Wealth Advisor is primarily responsible for meeting AUM targets by engaging high net worth clients, and offering Sankore's products to address their specific needs and objectives. In this role, you will work with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives.

Job Details

• Expand and retain client relationships to grow Assets Under Management (AUM) establishing Sankore’s presence and increasing our market share
• Develop leads and referrals from current clients and other networks.
• Increase current accounts and grow team’s revenue through additions to AUM.
• Coordinate and participate in meetings with prospective clients.
• Manage on-boarding and KYC requirements for all clients in the Region.
• Develop and/or deliver private wealth education sessions to clients.
• Achieve key performance indicators (KPIs).
• Partner with stakeholders and user groups from other teams.
• Research new and emerging trends and technologies in portfolio management.
• Provide Wealth Management service to clients which includes, Wealth & Estate Planning, Trust, Financial Planning, Strategy, etc.
• Coordinate with Fund Managers on investment policy statement (IPS) with each client based on their goals, objectives, and risk tolerance.
• Implementation of investment plans and transition for new clients.
• Monitor asset allocation on a periodic basis relative to policy and goals.
• Review client portfolio issues (i.e., taxes, liquidity events, capital calls, etc.)
• Offer value-added fee-based services.

Requirements

Minimum Qualifications

• Bachelor's Degree in Finance, Business Administration, Economics, or a similar course of study from a reputable university.
• 7 - 10 years of work experience in Private Banking or Financial Services industry preferred.
• Masters’ degree, MBA, CFA or other relevant post graduate qualifications is preferred.
• Strong experience managing the needs of High Net Worth Individuals.

Desired Knowledge, Skills and Attributes

• Proven sales success and strong business acumen.
• Focuses on the client experience and works tirelessly on the client’s behalf.
• Strong understanding of the investment landscape globally or locally.
• Detailed understanding of Trusts, Taxes, Financial Planning & Legacy Planning.
• Deep knowledge of investment products & services.
• Strong business development and relationship management skills.
• Strong existing network of client relationships.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
• Excellent verbal, written communication, and interpersonal skills
• A naturally persuasive and passionate individual.

About Company

Sankore Global Investments

https://www.sankore.com/

Founded in 2010, Sankore Investments is a wealth management firm that provides advisory, brokerage, fund management and other investment services to a range of clients including individuals and corporations. Our mission is to help our clients build, manage and preserve their wealth and we do this primarily by providing a bouquet of investment services tailored to the individual needs of each client. We are duly licensed by the Nigerian Securities and Exchange Commission (SEC) and hold the following SEC registrations across our business units: Investment Adviser, Portfolio Manager, Fund Manager, Broker/Dealer, Registrar, Issuing House and Trustee. We believe in Financial Inclusion and this is expressed in the technology products developed by one of our subsidiaries – Wealth Tech Limited.