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FINANCIAL ADVISER – Job Description
Fadac Resources and Services Limited – Our client is a fast-growing mortgage bank that specializes in FHA/VA purchases, streamlines, and cash-out refinances.
Job Responsibilities
As a Financial Adviser, you will:
- Analyze Financial Information, and hold in-depth consultations with clients to learn about their financial goals, risk tolerance, and current asset allocation.
- Analyze existing securities and portfolios and supplement their findings with research about possible investments.
- Source and manage funds for the organization.
- Offering clients suggestions on various financial products and services
- Assisting clients in the purchase and sale of stocks
- Managing and monitoring investments on behalf of clients
- Helping clients with tax and estate planning services
- Analyzing clients’ financial goals and assets allocation
- Examining client’s existing investment portfolios and suggesting improvements
- Helping develop effective strategies to increase overall wealth
- Managing assets and setting up investments for clients
- Coordinating with other Financial Planners to meet client’s goals
- Monitoring the performance of investments done by clients
- Helping resolve any financial issues and other legal complications with investments
Qualification
- Bachelor’s Degree in Finance, Accounting, Business Management, Economics, or a related field
- 3- 5 years of experience as a Wealth Manager.
- Familiarity with investment management.
- Proficiency in Microsoft Office tools particularly Excel.
Location: Lagos, Nigeria.
For More Information: FINANCIAL ADVISOR
