- Build and maintain strong relationships with clients, providing personalized financial advice and solutions
- Evaluate clients' financial needs, goals, and risk tolerance to develop customized financial plans
- Recommend suitable investment strategies and products based on clients' objectives and risk profile
- Monitor clients' investment portfolios and provide ongoing investment management
- Stay up-to-date on financial market trends and developments to provide informed advice
- Conduct regular reviews and assessments of clients' financial plans to ensure they remain on track
- Collaborate with other team members and professionals, such as attorneys and accountants, to provide comprehensive financial solutions
- Bachelor's degree in finance, economics, or a related field
- Certified Financial Planner (CFP) designation preferred
- Proven work experience as a Financial Advisor or similar role
- Strong knowledge of financial products, investment strategies, and financial planning techniques
- Excellent interpersonal and communication skills
- Ability to build and maintain client relationships
- Sound judgment and decision-making skills
- Attention to detail and strong analytical abilities to assess clients' financial needs and go
Financial Advisor - Lagos Mainland, Nigeria - CONSOLIDATED HALLMARK INSURANCE
Found in: beBee S2 NG - 1 week ago
Description
Consolidated Hallmark Insurance is seeking highly motivated and talented individuals to join our team as Financial Advisors. As a Financial Advisor, you will play a crucial role in providing financial advice and guidance to our clients, helping them make informed decisions to secure their financial future.
We are looking for individuals who have a strong background in finance and a passion for helping others achieve their financial goals. You should have excellent interpersonal and communication skills, as well as a deep understanding of financial products and services.
Responsibilities