Website Fadac Resources and Services
Financial Advisor
Job Title: Financial Advisor (Wealth Manager)Location: LagosEmployment Type: Full-timeJob Responsibilities
- Analyze Financial Information, 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 clients 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
Job Requirements
- 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.
To apply for this job please visit www.linkedin.com.
Financial Advisor at Fadac Resources and Services
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