Financial Advisor

Rukkem Nigeria Enterprises

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Job Details

  • Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
  • Contact clients periodically to determine if there have been changes in their financial status.
  • Devise debt liquidation plans that include payoff priorities and timelines.
  • Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the financial advisor.
  • Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
  • Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
  • Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

Summary

Company

Rukkem Nigeria Enterprises

Job Level

Experienced (Non-Manager)

Location

Lagos

Specialization

Banking / Finance / Insurance

Job Type

Full-Time

Minimum Qualification

Degree

Preferred Years of Experience

1 - 3 years

Salary

₦100,000.00 ‐ ₦130,000.00 per month

Application Deadline

Today