Wealth Associate – Total Eclipse

Total Eclipse, a professional Investment Advisory and Wealth Management firm regulated by the Non-Bank Financial Institutions Regulatory Authority, seeks the services of a Wealth Associate to perform various wealth management and financial advisory tasks such as in-depth financial analysis, preparing investment reports and offering advice on managing financial assets, as well as preparing compliance documents.

Reporting to the Senior Officer, the Wealth Associate is responsible for;
• Coordinating portfolio reviews with clients to regularly evaluate investment performance toward
achieving documented long-term financial goals
• Presenting investment and financial planning seminars to clients and prospective clients
• Generating new clients using a personal, face to face approach that builds trust and emphasizes personal
service to the individual investor
• Identifying clients and prospective clients in need of investment guidance, and then recommend
investment solutions appropriate for each individual.
• Must have a clean record, and be of sober habits
• Must have higher education qualification in Economics, Finance, Accounting, Mathematics or Statistics
from a recognized institution
• Must have a minimum of 3 years industry experience

The ideal candidate will have the following qualities and skills;
• Hard working
• Self-motivated
• Good listener
• Ability to thrive under pressure

The company offers competitive remuneration commensurate with academic qualifications and experience.