Investment Advisor Recruitment at Vantegral Consulting

Vantegral Consulting solely aims to offer value to clients and businesses. With an array of services ranging from recruitment outsourcing, restructuring, capability development, management advisory, and growth strategy, we are about creating and implementing solutions.

We are recruiting to fill the position below:

Job Position: Investment Advisor
Job Location: Lagos

Job Summary

• We are looking for an Investment Advisor to be responsible for acquiring and driving wealth procurement.
• The responsibilities of Investment Advisors include relationship management, Wealth Marketing and Business Analysis.
• To be successful as an Investment Advisor, you should have the ability to interpret quantitative and qualitative data, possess strong marketing, sales and negotiation skills, and you should have superior knowledge of wealth management.

Responsibilities

• Fund mobilization and/or Liability Generation
• Analyse financial information
• Cultivate client relationships
• Develop Wealth Marketing and Sales strategies
• Manage Assets and client portfolios
• Compliance and Risk Averse
• Needs to be based in Lagos
• Strong presentation skills, and an understanding of customer relations tactics
• Business Analyst mindset and numbers driven
• Hit and exceed quarterly targets.

Background Requirements and Qualifications

• Degree in Finance, Economics, Management or a related field
• Previous experience in financial services
• Must be analytical
• Able to understand complex information
• Strong numerical skills

Competencies:

• Knowledge of finance – wealth managers must have significant knowledge of finance and economics, along with a sharp eye for business trends, if they are to successfully handle their clients’ assets and investments over the long term
• Analytical thinking – it’s essential for wealth managers to be critical thinkers who can conduct research and formulate action steps based on hard data such as stock prices, client cash flow, and net assets
• Communication skills – wealth managers must be excellent at both written and verbal communication since they frequently hold client meetings, coordinate with other professionals, and express their findings through reports and presentations
• Relationship management – since wealth managers ideally work with clients for a number of years, a key aspect of the job is relationship management. They should earn the trust of clients through ethical behavior, a willingness to listen, and consistent performance
• Adaptability and Perseverance– rather than advocating for a financial plan that’s set in stone, wealth managers recognize that plans undergo constant revision as they adjust to real-time results and changing client goals.

Method of Application
Interested and qualified candidates should send their CV to: chika.erondu@vantegral.com using the Job position as the subject of the mail.