Position Title: Wealth
Advisor, Wealth Management
Reports To: Head,
Wealth Management
Summary:
The Wealth Advisor is
primarily responsible for meeting Asset Under Management (AUM) targets by
engaging high net worth clients and offering sankore's products to address
their specific needs and objectives.
In this role, you will
work with clients to design and implement asset allocation strategies and
financial plans that meet their unique circumstances, risk tolerance, goals,
and objectives.
Primary Responsibilities
- Expand
and retain client relationships to grow Assets Under Management (AUM)
establishing Sankore’s presence and increasing our market share.
- Develop
leads and referrals from current clients and other networks.
- Increase
current accounts and grow team’s revenue through additions to AUM.
- Coordinate
and participate in meetings with prospective clients.
- Manage
on-boarding and KYC requirements for all clients in the region.
- Develop
and/or deliver private wealth education sessions to clients.
- Partner
with stakeholders and user groups from other teams.
- Research
new and emerging trends and technologies in portfolio management.
- Provide
Wealth Management service to clients which includes Wealth & Estate
Planning, Trust, Financial Planning, Strategy, etc.
- Coordinate
with Fund Managers on investment policy statement (IPS) with each client
based on their goals, objectives, and risk tolerance.
- Implementation
of investment plans and transition for new clients.
- Monitor
asset allocation on a periodic basis relative to policy and goals.
- Review
client portfolio issues (i.e., taxes, liquidity events, capital calls,
etc.)
- Offer
value-added fee-based services.
Requirements
Minimum Qualifications
· Bachelor's Degree in
Finance, Business Administration, Economics, or a similar course of study from
a reputable university.
· 7 - 10 years of work
experience in Private Banking or Financial Services industry preferred.
· A Masters’ degree, MBA, CFA,
or other relevant post graduate qualifications is preferred.
· Strong experience
managing the needs of High-Net-Worth Individuals.
Skills Required
- Bachelor's Degree in Finance, Business Administration, Economics or similar
- 7-10 years experience in Private Banking or Financial Services
- Master's degree, MBA, CFA or other relevant postgraduate qualification
- Strong experience managing the needs of High-Net-Worth Individuals
What We Do
Sankore Investments is a global investment company providing investment, risk, and estate management services to corporations, financial institutions, and individuals. Focused on emerging African markets, it aims to help clients across social strata create and manage wealth. Its offerings include wealth management, advisory and fund management, real estate, financial technology, brokerage, and registrar services, serving both individuals and corporations across the region.
