Investment/ Financial Advisor

Responsibilities:

• Assess clients’ financial goals, risk tolerance, and current financial position.
• Develop personalized financial and investment plans.
• Recommend appropriate investment products (stocks, mutual funds, bonds, etc.).
• Monitor market trends and adjust client portfolios accordingly.
• Build and maintain long-term relationships with clients.
• Provide regular updates and performance reports to clients.
• Ensure compliance with financial regulations and company policies.
• Prospect and onboard new clients through networking and referrals.
• Educate clients on financial planning, savings, and wealth management strategies.

Requirements:

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• Proven experience as a Financial Advisor, Investment Advisor, or similar role.
• Strong understanding of financial markets and investment products.
• Relevant certifications (e.g., CFP, CFA, CIS) are an added advantage.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• High level of integrity and professionalism.
• Financial planning and advisory.
• Investment analysis and portfolio management.
• Client relationship management.
• Sales and business development.
• Risk assessment and decision-making.

Key Performance Indicators:

• Assets Under Management (AUM) growth.
• Client acquisition and retention rate.
• Portfolio performance vs. benchmarks.
• Revenue generated from advisory services.

Location: Victoria Island.

Remuneration: NGN1,200,000- 1,500,000