Wealth and Portfolio Advisor at Goldenbridge Financials

Goldenbridge is a fund and portfolio management company offering discretionary and non-discretionary portfolio management to individuals, companies and organizations. We have added value and offered strong returns to our clients since 2015.

We are recruiting to fill the position below:

Job Title: Wealth and Portfolio Advisor
Location: Abuja
Employment Type: Full-time

Responsibilities

  • Responsible for ensuring the Company meets and exceeds the financial target set by the Management on an annual basis.
  • Responsible for preparing and implementing comprehensive strategic plans to facilitate the achievement of the Company’s financial target.
  • Develop and implement the Company’s business development strategy as approved by the Management.
  • Management of the P&L of the business, including the control of sales, operations, debts and cost.
  • Responsible for the proper Management of all Asset, Trusts and related activities.
  • Oversee the creation, termination and transfer of trust; oversee the preparation of trust documentation for clients; opening and closing of trust bank accounts.
  • Interact and liaise with private bankers, intermediaries and clients on all trust related transactions
  • Periodic reviews on the Company’s trust relationships, trust deeds, letters of wishes, fees etc.
  • Develop and implement a business development plan to improve the deposit mobilization.
  • Develop and maintain relationships with corporate clients and individual depositors
  • Provide proactive advice on transaction, new products and business initiatives within the business.
  • Review and advise on the prospectus, pricing supplements and trust deeds for commercial/corporate bonds transactions to meet regulatory standards.
  • Providing Secondary and high-level interface with external solicitors
  • Build new relationships with existing customers and new customers
  • Innovate and improve ways of rewarding depositors in terms of interest earning on ordinary deposits, and fixed deposits.
  • Good understanding of client relationship management
  • Interpersonal with good communicative skills
  • Ensure that good and accurate records of existing trust and Company’s activities are kept.
  • Handling security/collateral perfection processes, receivership, foreclosure, winding up proceedings and other enforcement procedures on behalf of the Company.
  • Working with the business development team to strategize on product improvement and superior delivery.

Education & Experience

  • At least a relevant Bachelor’s degree or other relevant tertiary qualifications.
  • Relevant professional certification in Trust and Asset Management.
  • At least Ten (10) years significant and successful managerial experience in a Trustee and Asset Management business.
  • Familiar with Microsoft Office applications, and knowledgeable in vendor database for trust services.
  • Registration with the Securities and Exchange Commission (SEC) will be an added advantage.
  • Advanced knowledge and understanding of the Trust and Asset Business, including private and commercial capital market, trusts, corporate and state bonds, mutual funds, etc.
  • Familiar with local governing trust laws and regulations, and standard AML policies and requirements for financial institutions.

Required Skills:

  • Ideal candidate must be target & result oriented , mentally agile, innovative, accurate & detailed oriented with great communication skills.
  • Ability to use initiative and work with little to no supervision, while ensuring the Head of Business Development is kept fully informed at all times.
  • Time management and organizational skills
  • Sales/ Marketing Skills
  • Coaching/Mentoring Skills
  • Able to analyze data and sales statistics and translate results into better solutions
  • Experienced at preparing and presenting quarterly goals and forecasts for future projects.
  • Excellent leadership and interpersonal skills
  • Highly collaborative and thrives well in a fast-paced work environment.
  • Excellent business acumen
  • Highly motivated with a desire to take advantage of new opportunities
  • Excellent analytical and intellectual skills.
  • Demonstrable business development experience with HNI &UHNI
  • Good analytical and problem-solving skills
  • Ability to work independently and in a team
  • Excellent presentation skills
  • Ability to present ideas in business-friendly and user-friendly language
  • Exceptionally self-motivated and directed
  • Keen attention to details

How to Apply
Interested and qualified candidates should send their CV to: [email protected] using the Job Title as the subject of the email

 

Application Deadline  5th July, 2021.

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