About the Role
Meristem Securities Limited (MSL), a leading member of the Nigerian Exchange Limited and licensed by the Securities and Exchange Commission, is seeking a results-driven Wealth Advisor to join our dynamic team in Lagos. In this role, you will play a pivotal part in generating income, building lasting client relationships, and delivering top-tier financial advisory services rooted in research and objective integrity.
Key Responsibilities- Drive business generation strategies to consistently convert prospects into high-value wealth management clients.
- Develop and execute innovative sales and marketing strategies, including facilitating impactful cluster presentations and tailored pitches.
- Nurture and manage relationships with existing clients to ensure high retention rates and generate a steady network of referrals.
- Gather critical market intelligence to contribute to the continuous improvement of existing financial products and the creation of new ones.
- Produce accurate weekly and monthly progress reports on prospect conversion and business development activities.
- Maintain a nil record of client dissatisfaction by delivering exceptional service and collaborating with the team to resolve any issues promptly.
- Continuously expand knowledge of core wealth management services and industry trends to advise clients effectively.
- Bachelor's Degree or its equivalent in Economics, Finance, or a related discipline.
- 4 to 8 years of solid experience in the financial services sector, preferably outside traditional banking.
- Candidates with non-financial sales experience are welcome to apply if they possess a first degree in Economics.
- Exceptional presentation, negotiation, and communication skills.
- Proficiency in using Microsoft Office tools for reporting and presentations.
- Strong leadership abilities, proactive decision-making skills, and a self-starting attitude.
- Uncompromising ethics, professional integrity, and a strong flair for business development and strategic thinking.
- Demonstrated passion for delivering superior client experience management.
- Competitive salary package with attractive performance-based incentives.
- Comprehensive health insurance and wellness benefits.
- Opportunities for continuous professional development and career advancement within a top-tier financial institution.
- A collaborative, high-performance work culture surrounded by industry experts.