Wealth Advisor

REKIT Financial Advisors Limited

Accounting, Auditing & Finance

REKIT Advisors Ltd seeks a Wealth Advisor responsible for offering financial advice and services that will assist clients in their financial endeavors. The Advisor will be responsible for the creation and implementation of tailored investment strategies, providing financial guidance, and ensuring that client portfolios align with their clients' objectives, risk tolerance and regulatory compliance.

The responsibilities of the Wealth Advisor include relationship management, Asset management, account management, and conducting market research on financial investments.

Mode of Engagement

Full-time

Primary Job Location

Hybrid, with a primary location in Lagos.

Roles and Responsibilities

• Manage investment portfolios for high-net-worth individuals and institutional clients.

• Drive business results and acquire new assets both from existing client base and new client acquisition

• Increase AUA by N800M annually

• Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations for appropriate investment products. Identify potential investment opportunities, existing securities, and portfolios.

• Manage portfolio risk by implementing appropriate risk management strategies.

• Maintain a deep understanding of market dynamics, economic indicators, and geopolitical events that could impact the portfolio

• Maintain strong relationships with clients, providing regular updates on portfolio performance and market insights.

• Ensure all trading activities comply with relevant laws and regulations.

• Generate regular reports for clients, detailing portfolio performance and compliance status.

• Stay informed about market trends and emerging investment opportunities.

• Conduct in-depth research and analysis to identify potential investment opportunities.
  

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