Wealth Advisor at Alan & Grant

Application deadline closed.

Job Description

Alan & Grant – Our client is a capital market conglomerate that provides different financial services through a range of products in wealth management, stockbroking, financial advisory, trusteeship, registrars and probate management services, investment banking, leases, and loans.

Job Objective/Summary:

  • To generate new business ideas and devise strategies for acquiring new clients
  • To generate income in line with the set-target of the company
  • Effectively manage business relationships between the company and its clients and ensure excellent service delivery.

Job Duties/Responsibilities:

  • Market and sell appropriate investment products, financial and wealth management services/products to clients
  • Prepare and deliver presentations/seminars to clients and prospects for business development purposes
  • Comply with all industry rules and regulations
  • Works closely with families, individual and businesses to provide customized recommendation to help them meet their goals
  • Consult with clients on investment strategies products and services that are suitable for their needs
  • Respond to clients questions and requests
  • Track and translate investment performance and make recommendations
  • Build a strong and long term relationship with clients
  • Establish a network of referrals
  • Balances referral activities, customer follow up prospect building and administrator task
  • Ability to create sales and marketing strategies for new clients
  • Any other assignment as may be assigned by your supervisor

Key Performance Metrics

  • Number of new accounts opened
  • Income generated from transactions
  • Level of complaints/commendation from clients


Qualifications / Education:

  • Bachelor’s Degree or its equivalent
  • A good First Degree in any discipline from a reputable Higher Institution.
  • Other professional qualifications may be an added advantage.

Work Experience:

  • 4 to 6 years of experience involving money management, including investment¬†decision-making.

Skills & Competencies:

  • Excellent interpersonal and communication skills.
  • Excellent prospecting and marketing skills.
  • Good knowledge of the Capital market in general and Wealth Management Services in particular.
  • Excellent presentation skills.
  • Must possess good selling skills.
  • Strong quantitative and analytical skills.
  • Ability to influence others to do what is ethically right.
  • Must be fair, goal oriented and responsible .
  • Must be able to evaluate others.
  • Must be charismatic.
  • Proactive decision-maker.
  • Ability to look beyond the obvious/routine.
  • Ability to see what others cannot see.
  • Ability to seek a richer set of alternatives.
  • Ability to question assumptions.
  • Ability to proactively measure performance.
  • Must have a high sense of integrity, accountability and dependability
  • Must be ethical i.e. must follow the ideals and responsibilities of the banking industry as set out in the code.