Wealth Advisor at SFL Asset Management Limited

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.
• 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.
• 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.

Salary
N5,000,000 - N6,000,000 Annually.

Application Closing Date
31st January, 2025.

Method of Application
Interested and qualified candidates should send their CV to: [email protected] using the Job Title as the subject of the mail.