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Global Profilers

Investment Advisor

Lagos, LA, NG · On-site · Full-time

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About the role

We at Global Profilers (a global recruitment firm) have a juicy opportunity for an investment Advisor for our client who owns a leading financial service company, engaged in the operation that provide services in Wealth Management, Funds Management, Investment Advisory and  Financial Planning. If you are a passionate developing new business and you would like to give your contribution in creating a great company culture, this is the right position for you. The candidate must possess the following: ·        Critically evaluate investment options, and educate clients regarding the best investment decisions to make. ·        The recommendations made should take into account the risk tolerance ·        Liquidity requirements, income level, and long-term goals of client ·        Develop personally tailored investment solutions for clients ·        Follow through on the investment actions approved by clients ·        Maintain proper documentation of investment actions taken on behalf of clients ·        Maintain an up-to-date knowledge of investment products Requirements ·        High interpersonal skills, with an entrepreneurial attitude towards expanding the client base ·        Proficiency in Microsoft offices and other accounting tools ·        An investment advisor with a financial service firm with 4 to 5 years’ experience ·        Must also have sound judgment in adopting the investment positions agreed to by clients. ·        The ideal candidate should have prior experience as a stockbroker or financial planner Skills   ·         Proven Work experience as an Investment Advisor  or a similar role   ·         Knowledge of office management systems and procedures   ·         MS Office and English proficiency   ·         Outstanding organisational and time management skills   ·         Up-to-date with latest office gadgets and applications   ·         Ability to multitask and prioritize daily workload   ·         Ability to analyse problems and make sound operational decision   ·         A strong personal commitment to the values of the organisation   ·         Skilled at prioritizing and organizing work of self and others   ·         Excellent verbal and written communications skills   ·         Discretion and confidentiality