Financial Advisor in Lagos, Nigeria

at CHEALLY CONCEPTS

Industry
Financial Services
Specialization
Administration & Office Support
Minimum Qualification
HND
Required Experience
1 - 3 years
Employment Type
Full Time
Gender
Male or Female

Job Description

Financial advisors typically provide clients with financial products and services, depending on the licenses they hold and the training they have had.

Responsibilities

  • Meet with clients in person to discuss their financial goals
  • Explain the types of financial services they provide to potential clients
  • Educate clients and answer questions about investment options and potential risks
  • Recommend investments to clients or select investments on their behalf
  • Help clients plan for specific circumstances, such as education expenses or retirement
  • Monitor clients’ accounts and determine if changes are needed to improve account performance or to accommodate life changes, such as getting married or having children
  • Research investment opportunities

Requirements

Minimum of HND/Degree. Other qualification or certification in business, finance will be an added advantage.

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