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- Prospect for new clients / investors.
- Create and maintain sustainable professional relationships with clients.
- Enlighten clients on investment options available to them.
- Develop tailored investment solutions that cater to the individual needs of clients.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Managing and updating client portfolios.
- Collaborate with different departments to produce yearly departmental budgets and manage the budget control mechanisms all year round.
- Oversee daily accounting duties including the preparation of invoices, reconciliations, payment processing, cash-flow management and payroll processing.
- Monitor price verification and cost control of transactions with organization vendors.
- Prepare financial statements, reports, budgets and projections.
- Maintain compliance with all rules and regulations in the financial industry.
- Collaborate with external auditors to ensure that audits are completed on time and according to standards set by regulatory agencies.
- Liaise with the MD to determine the organization's expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Bachelor's degree in Finance, Accounting, Business Management, or a related field.
- Must be a chartered accountant.
- Relevant experiences in real estate investment financing, building financial statements and projections, and structuring real estate loans.
- A minimum of 5 years experience in real estate investment analysis and advisory is essential, with a preference for wealth management and managed accounts/programs within the agency, brokerage, discretionary, and advisory space.
- Knowledge of Generally Accepted Accounting Principles GAAP
- Strong Excel skills and experience with accounting software, such as Quickbooks.
- Proficiency in property management software.
- Knowledge of financial and real estate investment options, including investments, loans, savings accounts, and stock options is an added advantage.
- Excellent written and verbal communication skills.
- Strong interpersonal skills.
- N250,000 monthly.
- Inclusive of other benefits.
Investment Advisor - Abuja, Nigeria - Universal Human Resource Consult
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