Investment Advisor - Abuja, Nigeria - Universal Human Resource Consult

    Universal Human Resource Consult
    Universal Human Resource Consult Abuja, Nigeria

    2 weeks ago

    Default job background
    Full time
    Description

    Job Responsibilities

    • 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.

    Requirements

    • 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.

    Salary

    • N250,000 monthly.
    • Inclusive of other benefits.