Wealth Advisor at Sankore Investment – Rivers and Abuja

Sankore is an investment and advisory firm that provides an array of wealth and fund management services to individuals and institutions.

We are recruiting to fill the position below:

Job Title: Wealth Advisor

Job Opening ID: 89
Locations: Portharcourt-Rivers and Abuja

Job Description

Client Service:

• Provide Wealth Management service to clients which includes, Wealth & Estate Planning, Trust, Financial Planning, Strategy, etc.
• Extensive communication with clients and their Advisors
• Discuss investment performance, economic and market trends
• Direct consultation with attorneys, accountants and other Advisors on financial, tax and estate planning
• Client meeting planning, facilitation and presentation
• Develop and/or deliver private wealth education sessions to clients and staff

Strategy:

• Provide strategic and focused product ownership for Portfolio Management and Advise platforms
• Define and drive the road map for these platforms for the near, medium and long term
• Maintain business cases and key performance indicators and coordinate with larger company goals
• Partner with stakeholders and user groups from other teams
• Research new and emerging trends and technologies in areas of portfolio Management and Financial Planning

Investment Management:

• Establish client investment objectives including risk tolerance, asset allocation, and cash requirements
• Coordinate with Fund Managers on investment policy statement (IPS) with each client based on their goals, objectives and risk tolerance
• Implementation of investment plans
• Translate investment policy to individual investment objectives
• Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to re-balance
• Review portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) quarterly
• Manage investment transition for new clients
• Plan strategies for diversification

New Business Development:

• Develop leads and referrals from current clients and outside contacts
• Seek to increase current accounts through additions to AUM
• Secure Partnerships, develop marketing plans and grow revenue
• Offer value-added fee-based services
• Participate in sales meetings with prospective clients

Requirements

• Bachelor’s Degree in Investment, Finance, Economics, Business Administration or an equivalent combination of education and experience
• MBA is required
• CFA is an added advantage
• Eight (8) years’ experience running medium to large Wealth Management Projects
• At least Five (5) years of Product Management
• Candidates must be resident in Portharcourt or Abuja

Application Closing Date
6th March, 2020.