Classic

financial adviser - Lagos Mainland

financial adviser

Posted by Taxee group - Private

08 Dec 2016 - 15:26

Lagos Mainland

Job brief
rn
rnWe are looking for a financial adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.
rn
rnResponsibilities
rnProvide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
rnAssess client’s overall financial picture, understand their needs and develop a solid financial plan
rnGuide clients towards a profitable and secure financial decision
rnCultivate client base and build win-win relationships
rnNetwork, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
rnKeep abreast of new industry’s trends and research market to back up financial consulting
rnOversee the course of the financial plan and update it, if necessary, to ensure profits
rnComply with all industry rules and regulations
rnLiaise with providers, solicitors, valuers and other professionals
rn
rnRequirements
rnTrack record of successful financial guidance
rnAbility to analyse market’s financial data and to provide appropriate data-based advice
rnStrong communication, negotiation and presentation skills
rnAccuracy, attention to detail and the ability to explain complex information clearly and simply
rn
rnQUALIFICATION:
rnApplicants must possess minimum of National Diploma/Bachelor Degree in any related field. A professional qualification will be an added advantage.
rnHOW TO APPLY:
rnInterested qualified and applicants should forward their cv/details to or send your brief details to the HR on
rn080-2073-7456 NOTE: This opening is for Lagos resident only.
rn
✔Do not forget to mention AFRIBABA during your call!

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