Job Summary

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.

  • Minimum Qualification: Degree
  • Experience Level: Mid level
  • Experience Length: 3 years

Job Description

The African Talent Company is seeking qualified candidates to fill this role for a financial asset management firm in Nigeria. 


Responsibilities:

  • 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.
  • Contact clients periodically to determine if there have been changes in their financial status.
  • Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
  • Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal 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.
  • Research and investigate available investment opportunities to determine whether they fit into financial plans.
  • Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
  • Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Answer clients' questions about the purposes and details of financial plans and strategies.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes or financial performance indicate a need for plan reassessment. 
  • Arrange with other financial services providers for products that meet clients investment needs for which the company cannot provide.
  • Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.

Requirements:

Minimum of a Bachelors' Degree in a related field

3-5 working years of experience in a similar role 


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