Wealth Advisor at SFL Asset Management Limited

⏲ Jan 23, 2025, 5:08 AM
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SFL Asset Management Limited (SFL ASSETS) is a registered Fund and Portfolio Management in Lagos. The company is about to commence its business operations which is all about CLIENTS. With our team of seasoned and exceptional professionals, we are poised to provide prompt and convenient solutions to the financial and investment needs of every client through customized asset allocation, delivering optimal returns that suit their attitudes and personality.

We are recruiting to fill the position below:

Job Title: Wealth Advisor
Location: Lagos
Employment Type: Full-time

Job Duties / Responsibilities

Compile and profile names of individuals/companies/clusters that fit the target market description
Facilitate cluster meetings, for presenting our services offerings.
Achieve set cluster meeting targets
Coordinate at the team level, the development and execution of all market strategies.
Facilitate conversion of prospects including follow up of individuals, group/clusters and achieve set conversion targets.
Achieve nil record of client complaint and work with the CRM and other teams to provide speedy resolution should any complaint arises
Provide support towards all Asset Management related events and actively create opportunities for the team to network.
Other responsibilities may be assigned by management from time to.
Upselling of pre-qualified retail clients to other services
Actively manage client relationship- portfolio monitoring, reporting, feedback and overall client engagement.
Obtain referrals from clients in line with the targets set for the teams
Generate weekly/monthly reports on progress of conversion of prospects
Demonstrate the desire to gain adequate knowledge of core asset management services and take practical steps to achieving same.