financial adviser - Lagos Mainland

Job brief

We 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.

Responsibilities
Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
Keep abreast of new industry’s trends and research market to back up financial consulting
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Comply with all industry rules and regulations
Liaise with providers, solicitors, valuers and other professionals

Requirements
Track record of successful financial guidance
Ability to analyse market’s financial data and to provide appropriate data-based advice
Strong communication, negotiation and presentation skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply

QUALIFICATION:
Applicants must possess minimum of National Diploma/Bachelor Degree in any related field. A professional qualification will be an added advantage.
HOW TO APPLY:
Interested qualified and applicants should forward their cv/details to or send your brief details to the HR on
080-2073-7456 NOTE: This opening is for Lagos resident only.