Sankore Investments

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Wealth Advisor

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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.



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