Job Summary
The Wealth Advisor is primarily responsible for meeting 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.
Minimum Qualification:
Degree
Experience Level:
Mid level
Experience Length:
7 years
Job Description/Requirements
Reports To: Regional Manager, Wealth Management
Summary:
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.
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.
Desired Knowledge, Skills and Attributes
• Proven sales success and strong business acumen
• Focuses on the client experience and works tirelessly on the client’s behalf
• Strong understanding of the investment landscape globally or locally.
• Detailed understanding of Trusts, Taxes, Financial Planning & Legacy Planning. • Deep knowledge of investment products & services.
• Strong business development and relationship management skills.
• Strong existing network of client relationships.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Strong presence in the financial services industry with an established network • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
• A “self-starter” - willing to own all aspects of the product and the team
• Proactive and driven with a keen eye for opportunities
• Skilled in deal origination
• Adept at client relationship management
• Demonstrates a good understanding of the competitive landscape
• Exacting attention to detail, picking up on the details that others miss
• Outstanding written and communication skills including a strong track record of cross-team and cross-client team participation
• An energetic, positive and innovative demeanor, with leadership and facilitation skills to bring projects to a successful delivery
• Strong business/commercial acumen.
• Strong influencing and negotiation skills.
• Sound operational and risk management knowledge.
• Extremely confident and charismatic communicator
• Excellent verbal, written communication, and interpersonal skills
• A naturally persuasive and passionate individual.
• Intellectually curious.
• Organized and detail oriented.
• A strong focus on excellence.
• Ability to plan and prioritize effectively
• Strong project / process management skills.
• Proven ability to balance the demands of the various stakeholders.
• High level of emotional intelligence and self-awareness.
Compensation:
Competitive and commensurate with experience
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