PHR Solutions Limited
PHR Solutions Limited consist of a team of energetic, seasoned, young, smart and innovative professionals with combined decades of experience in providing Human Resources Services to clients across several sectors of the global economy such as Oil and Gas, Telecommunication, Banking and Insurance, Manufacturing, Real Estate, Information technology, Fintech, Education, FMCG etc.
We are recruiting to fill the position below:
Job Title: Wealth Advisor
Locations: Abuja (FCT) and Lagos
Employment Type: Full-time
Job Responsibilities
- Determine each client’s financial goals, risk tolerance, income, expenses, and assets.
- Provide tactical guidance on goods and services such as investments, insurance coverage, and debt management tools.
- Secure stocks and bonds and establish progressive savings accounts.
- Remove funds from accounts in accordance with industry and government rules.
- Research the market to remain abreast of financial trends.
- Create financial papers like investment reports and income estimates.
- Maintain compliance with all norms and regulations in the financial industry.
- Seek and pursue potential customers to maintain a solid clientele.
Job Requirements
- Candidates should possess a Bachelor’s Degree qualification with 2 – 6 years work experience.
- Excellent communication skills.
- Effective sales, presentation, and customer service skills
- Good time management and organization skills.
- Other tasks and responsibilities may include working with your accountants or lawyers to minimize the tax owed by clients and assist them with estate planning strategies.
- In-depth knowledge of employer, sector, and federal regulations
- Understanding available financial options, such as investments, loans, savings accounts, and stock options
- knowledge of financial planning and investing strategies.
- Analyze and interpret market data.
- Proficiency in word processing, spreadsheets, databases, and financial planning software
- Analyze and evaluate clients’ demands.
Salary
N300,000 – N600,000 / month.
Method of Application
Interested and qualified candidates should send their CV to: [email protected] using the Job Title as the subject of the mail.
Application Deadline 30th September, 2023.
