Wealth Advisor

Job not on LinkedIn

🔥 0 minutes ago

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

EduBridge Academy

WebsiteLinkedInAll Job Openings

11 - 50 employees

EduBridge Academy is a Career Advisory, Training & Support Academy helping undergraduates, graduates & working professionals learn the skills employers demand across several fields.

📋 Description

• Champion the growth of SCM Capital’s Asset Under Management (AUM) • Meet income targets and other Key Performance Indicators • Effectively profile prospects/clients, analyze their needs and goals, and proffer solutions • Build and maintain value-adding business relationships • Lead in the development of new client relationships • Provide financial planning, wealth management, and investment advisory • Prepare marketing plans and develop strategies to grow the retail and institutional products and clients • Coordinate the execution of business initiatives by identifying business opportunities • Actively contribute to product and service development to meet the client’s current and future needs • Analyze relevant information to determine strategies best aligned to meeting clients' financial objectives • Maintain team spirit in working with other team members

🎯 Requirements

• 2-5 years of Experience • First Degree in any discipline from a reputable Higher Institution • Other professional qualifications may be an added advantage • Proven experience in Investment and Financial Assets Management • Understanding of Asset Management products and services • Adequate experience in various financial products - shares, bonds, treasury bills, etc. • Registration with the Securities and Exchange Commission is an added advantage.