Jobs

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:

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
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

Strategy:

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
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

Investment Management:

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
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

New Business Development:

Requirements

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
Bachelor's Degree in Investment, Finance, Economics, Business Administration or an equivalent combination of education and experience
MBA is required

How to Apply Interested and qualified candidates should: Click here to apply

Application Deadline 6th March, 2020.

Port Harcourt and 2 other locations

Port Harcourt, Rivers State, Abuja