• Application Deadline:
• Position: Investment / Accounts Officer


• Job Type Full Time


• Qualification BA/BSc/HND , MBA/MSc/MA


• Experience


• Location Lagos


• Job Field Finance / Accounting / Audit 
  

Responsibilities

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.


• Answering client questions about financial plans and strategies and giving financial advice.


• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.


• Review client accounts and plans regularly to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.


• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.


• Preparing or interpreting financial document summaries, investment performance reports, and client income projections.


• Implementing financial plans or referring clients to professionals who can help them.


• Managing and updating client portfolios.


• Contacting clients regularly to discover changes in their financial status.


• Securing stocks and bonds and establishing progressive savings account


• Maintaining compliance with all rules and regulations in the financial industry


• Identifying and pursuing potential clients to maintain a strong client base

Qualifications

• B.Sc in Finance, Accountancy, Business Management, or a related field.


• Post-graduate Degree or relevant certification is an added advantage.


• Relevant experience in the finance industry, and a flair for customer service, & sales.

Competencies:

• In-depth understanding of employer, industry, and federal regulations


• Knowledge of financial options, including investments, loans, savings accounts, and stock options


• Expertise in financial planning and investment strategies


• Financial modelling skills


• Familiarity with the securities, mutual fund, and insurance industries


• Advanced ability to analyze and explain market data


• Proficiency with word processing, spreadsheet, database, and financial planning software


• Analytical thinking skills and the ability to assess clients’ needs


• Excellent communication abilities, including writing, speaking and active listening


• Effective sales, presentation, and customer service skills


• Good organization and time management skills