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Position Overview
We are seeking a motivated and dynamic individual to join our team as an Entry-Level Affluent Financial Advisor. In this role, you will have the opportunity to work with a diverse clientele, providing comprehensive financial planning and investment guidance to individuals and families with significant assets. You will receive mentorship and training to develop the necessary skills to excel in this rewarding field.
Key Responsibilities
- Client Relationship Building: Establish and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and unique needs to provide personalized financial solutions.
- Financial Planning: Collaborate with clients to create customized financial plans that encompass wealth management, retirement planning, estate planning, tax optimization, and risk management.
- Investment Advisory: Develop a deep understanding of various investment strategies and products to provide tailored investment recommendations aligned with clients' objectives and risk profiles.
- Portfolio Management: Assist in the construction and ongoing management of client investment portfolios, monitoring market trends and adjusting allocations as needed.
- Educational Engagement: Educate clients about complex financial concepts, strategies, and products in a clear and understandable manner, empowering them to make informed decisions.
- Market Research: Stay informed about market trends, economic developments, and industry regulations that could impact clients' financial situations.
- Compliance: Adhere to all industry regulations and internal compliance standards to ensure ethical and legal practices in financial advising.
- Team Collaboration: Collaborate with other members of the advisory team, such as financial analysts, planners, and legal experts, to provide holistic financial solutions to clients.
- Professional Development: Engage in ongoing professional development, including industry training, certifications, and seminars, to stay current with best practices and emerging trends in financial advising.
Qualifications:
- Bachelor's, Higher National Diploma (HND) or National Diploma (ND) degree in finance, economics, business, or a related field (advanced degrees or industry certifications are a plus).
- Strong passion for finance and investment management.
- Excellent communication and interpersonal skills.
- Demonstrated ability to build rapport and trust with clients.
- Analytical mindset with attention to detail.
- Basic understanding of financial markets and investment products.
- Proficiency in financial planning software and tools.
- High ethical standards and commitment to client confidentiality.
- Willingness to learn, adapt, and thrive in a fast-paced and evolving industry.
Benefits:
- Comprehensive training program to develop the skills required for success.
- HMO coverage for successful applicant.
- Mentorship from experienced financial advisors.
- Competitive compensation with potential for performance-based bonuses.
- Opportunity for career advancement within the company.
- Access to a wide range of industry resources and networking opportunities.
If you are a dedicated and driven individual with a strong interest in finance and helping affluent clients achieve their financial goals, we invite you to apply for this exciting Entry-Level Affluent Financial Advisor position. Join our team and embark on a fulfilling career in the world of wealth management and financial planning.
Job Types: Full-time, Commission, New-Grad, Permanent
Salary: Up to ₦250,000.00 per month
Application Deadline: 23/08/2023
