Team lead financial advisory business

PearlMutual Consulting Limited

Job Summary

Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)

  • Minimum Qualification: Degree
  • Experience Level: Mid level
  • Experience Length: 5 years

Job Description

PearlMutual Consulting Limited is a business advisory firm established in September 2009 to offer services in Financial Advisory and Executive Training. The Company is incorporated as a private limited liability company under the Companies and Allied Matters Act 1990 of the Federal Republic of Nigeria (RC845125). PearlMutual has a board and its head office is located in Lekki, Lagos State, Nigeria.

Job Description:

  • Assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Cultivate client base and build win-win relationships
  • Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
  • Keep abreast of new industry’s trends and research market to back up financial consulting
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations

Job Requirements

  • An ideal candidate will have a minimum of five years experience in Financial Advisory and deal structuring.
  • Financial analysis and credit review skills are very important for this role. ACA and or level 1 CFA passed will be an added advantage.

How to Apply?

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