4 weeks ago
Job Summary
We are looking to hire experienced and talented qualified persons to fill up the position of Financial Advisor in Lagos
- Minimum Qualification : HND
- Experience Level : Mid level
- Experience Length : 3 years
Job Description/Requirements
Responsibilities:
- Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
- Develop customized financial plans, including investment, retirement, estate, and insurance strategies.
- Provide recommendations on investment products such as mutual funds, stocks, bonds, and insurance.
- Monitor clients’ financial portfolios and make adjustments based on performance, market conditions, and life changes.
- Maintain up-to-date knowledge of financial markets, tax laws, and investment products.
- Educate clients on financial concepts, market trends, and long-term planning.
- Achieve individual and team sales targets while maintaining a client-focused approach.
- Ensure compliance with all regulatory requirements and internal policies.
- Build and maintain long-term relationships with clients through regular reviews and communication.
Requirement:
- HND, BSC, and another equivalent.
- Good communication skills.
- Only candidates in Lagos should apply.
- Ages 30 and above should apply.
Location: Lagos
Remuneration: NGN 100,000 - 150,000 (with option to choose salary/commission during an interactive session and good incentive system.)
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