We're Hiring
A reputable investment banking firm seeks an experienced investment advisory and client management professional for the role of Wealth Officer.
Key Roles & Responsibilities
- Provide investment advice, onboard clients and manage relationships to drive customer acquisition and asset growth.
- Promote and sell investment solutions including collective investment schemes, high net worth clients, and institutional solutions (pension/provident/welfare funds, etc.) within Kumasi, Tamale, Cape Coast, Takoradi and Sunyani.
- Ensure full compliance with regulatory requirements, policies, professional ethics and integrity standards.
Qualifications & Experience
- Minimum of 2 years' experience in financial services with good understanding of investment products and financial markets (investment banking experience preferred).
- Minimum of undergraduate degree in Finance, Business, Economics or related fields.
- GSE/GISI Investment Adviser Certification.
- Strong interpersonal, communication, and negotiation skills.
- Strong sales acumen and ability to work independently.
Notes
- Candidates should capture their preferred location and job title in the subject of their email.
- This is not a permanent role; it is on a fixed term contract basis.
Salary
Competitive
Monthly based
Location
Ghana
Job Overview
Location
Ghana