Financial Consultant Lagos Mainland

Posted by Golden Ace Private Lagos Mainland

Job Responsibilities:
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rnHelps clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.
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rnJob Duties:
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rnMarkets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
rnAssesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
rnDevelops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
rnObtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
rnMonitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
rnProvides financial management information by preparing financial status analyses and reports.
rnUpdates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
rnAccomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
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rnSkills and Qualifications:
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rnCorporate Finance, Financial Diagnosis, Financial Operations, Financial Planning and Strategy, Financial Skills, Financial Software, Selling to Customer Needs, Informing Others, Financial Licenses, Analyzing Information , Business Knowledge

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Golden Ace

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Nigeria

Published: 16 Feb 2017 - 03:09
Visits: 501

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