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|Wealth Advisors by Stellarrh: 11:07am On Sep 22|
Job Title: Wealth Advisor.
Sector: Investment Banking.
Experience: 2 - 3 years and 4 - 6 years
Location: Abuja and Lagos.
Budget: #300,000 - #600,000 (open to negotiation)
We are hiring a wealth management advisor for a financial advisory firm. As a wealth advisor, you are to advise and guide clients on financial plans using your knowledge and expertise in investment and tax strategies, pension plans, insurance, real estate, and securities. You'll check on clients frequently to re-evaluate their situation and future financial goals. Additionally, you must determine your client's level of risk tolerance and offer them an investment plan to help them reach these goals.
Determine each client's financial goals, risk tolerance, income, expenses, and assets.
Provide tactical guidance on goods and services such as investments, insurance coverage, and debt management tools.
Secure stocks and bonds and establish progressive savings accounts.
Remove funds from accounts in accordance with industry and government rules.
Research the market to remain abreast of financial trends.
Create financial papers like investment reports and income estimates.
Maintain compliance with all norms and regulations in the financial industry.
Seek and pursue potential customers to maintain a solid clientele.
In-depth knowledge of employer, sector, and federal regulations
Understanding available financial options, such as investments, loans, savings accounts, and stock options
knowledge of financial planning and investing strategies.
Analyze and interpret market data.
Proficiency in word processing, spreadsheets, databases, and financial planning software
Analyze and evaluate clients' demands.
Excellent communication skills.
Effective sales, presentation, and customer service skills
Good time management and organization skills.
Other tasks and responsibilities may include working with your accountants or lawyers to minimize the tax owed by clients and assist them with estate planning strategies.
Interested and qualified candidates should share their CVs to email@example.com
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