Wealth Management Advisor needed at PHR Solutions Limited

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Job title : Wealth Management Advisor

Job Location : Lagos

Deadline : September 23, 2023

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Job Responsibilities:

  • 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.

Job Requirements:

  • 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.

How to Apply for this Offer

Interested and qualified candidates should forward their CV to: stellao@phrsolutions.net using the position as subject of email.

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