Senior Wealth Advisor

Phillips Outsourcing Limited has been in existence for over 16 years. We have a vast experience in the outsourcing business as we currently manage resources for major clients in all sectors of the Nigerian economy. In addition, our prolific manpower cuts across the 36 states in Nigeria. After successfully gaining ground in all the 36 states of the federation, we are gradually spreading our tentacles to other African Nations. We are currently registered to also do business in Ghana. Our framework is developed to fully support the businesses of our clients, ensuring continuous improvement of the outsourced services. This ultimately thrusts our clients to achieve their business objectives. We are recruiting to fill the position below:

Job Title: Senior Wealth Advisor

Location: Abuja (FCT)

Employment Type: Full-time

Industry: Asset Management / Financial Services

Responsibilities

Develop and grow relationships with prospective and existing clients in the Abuja market. Identify and convert opportunities for the firm's investment and wealth management products. Promote and sell relevant investment solutions, including Mutual Funds, Fixed Deposits, Equity Funds, Dollar Funds and other approved investment products. Build and maintain a healthy pipeline of prospective clients and consistently follow up on opportunities through to conversion. Provide clients with appropriate information and guidance on available investment solutions, in line with approved processes and regulatory requirements. Develop strong relationships with HNIs, corporate clients, professionals, institutions and other target client segments. Monitor client portfolios and maintain regular engagement to encourage retention and additional investment.

Requirements

Bachelor's degree in Finance, Economics, Accounting, Business Administration, Marketing or a related discipline. 5–7 years' relevant experience in wealth management, asset management, investment management, financial advisory, banking, securities or financial services. Demonstrable experience in sales, business development or relationship management, preferably within financial services. Strong understanding of investment products and the Nigerian financial services market. Existing relationships or networks within the Abuja/Northern Nigeria market, particularly among HNIs, corporate clients and professionals, will be an advantage. Strong communication, presentation, negotiation and relationship management skills. Salary N1,200,000 – N1,700,000 gross monthly plus 13th-month pay