• Application Deadline: Sun, 8 Oct 2023 00:00:00 GMT
• Position: Wealth Management Advisor


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 2 - 6 years


• Location Lagos


• City Port Harcourt


• Job Field Finance / Accounting / Audit 
  


• Salary Range ₦300,000 - ₦400,000/month
  

Job Responsibilities:

• Determine each client's financial goals, risk tolerance, income, expenses, and assets.


• Provide tactical guidance on goods and services such as investments, insurance coverage, and debt management tools.


• Secure stocks and bonds and establish progressive savings accounts.


• Remove funds from accounts in accordance with industry and government rules.


• Research the market to remain abreast of financial trends.


• Create financial papers like investment reports and income estimates.


• Maintain compliance with all norms and regulations in the financial industry.


• Seek and pursue potential customers to maintain a solid clientele.

Job Requirements:

• In-depth knowledge of employer, sector, and federal regulations


• Understanding available financial options, such as investments, loans, savings accounts, and stock options


• knowledge of financial planning and investing strategies.


• Analyze and interpret market data.


• Proficiency in word processing, spreadsheets, databases, and financial planning software


• Analyze and evaluate clients' demands.


• Excellent communication skills.


• Effective sales, presentation, and customer service skills


• Good time management and organization skills.