1 month ago

Job Summary

We are looking to hire a suitable candidate to fill this position

  • Minimum Qualification:OND
  • Experience Level:Entry level
  • Experience Length:1 year

Job Description/Requirements

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 on a regular basis 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 income projections for clients.
  • 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.
  • Building and maintaining your client base.


Requirements:

  • Either an OND or HND in business, finance, or related fields.
  • 1 year of experience.
  • Knowledge of mutual funds, securities, and insurance industries.
  • Experience providing quality financial advice.


Remuneration: NGN 30,000 and 20% on every transaction as commission

Location: Abuja

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