INVESTMENT ADVISOR.

JOB TITLE: INVESTMENT ADVISOR.

JOB TYPE: FULL TIME

LOCATION: OGUDU, IKEJA.

INDUSTRY: REAL ESTATE.

Job Brief:

Our Client, a major player in the real estate sector is urgently recruiting for the position of an Investment Advisor who will provide guidance and strategic forecast regarding our investment needs which includes income maximization and capital preservation. You will leverage your expertise in financial markets to develop tailored investment strategies that align with clients' goals, risk tolerance, and time horizons. Your ability to analyze market trends and provide insightful recommendations will be essential in fostering long-term relationships with our clientele.

RESPONSIBILITIES:

* Conduct comprehensive financial assessments to understand client objectives and risk profiles

* Develop and implement personalized investment strategies that reflect market conditions and client needs

* Monitor and manage client portfolios, making adjustments as necessary to optimize performance

* Provide ongoing education and insights to clients regarding investment opportunities and market trends

* Maintain up-to-date knowledge of financial instruments, market developments, and regulatory changes

* Build and nurture strong relationships with clients through regular communication and exceptional service

QUALIFICATIONS/REQUIREMENT:

* Bachelor's degree in Finance, Economics, Business, or any related field

* 4+ years of experience in investment advisory or financial planning

* Proven track record of managing client portfolios and delivering strong investment performance

* The investment advisor must have the highest interpersonal skills, with an entrepreneurial attitude towards expanding the client base.

* The individual must 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, with a certified financial planner certification.

* Ability to articulate complex financial concepts clearly to clients.

* Professional certifications such as CFA, CFP, or equivalent( preferred)

* Experience using portfolio management software and investment analysis tools, trading systems, allocation strategies and risk assessment methodologies.

* Strong analytical skills with a deep understanding of financial markets and investment products

* Familiarity with estate planning, tax strategies, and risk management concepts.

SALARY: 250K-300K.

Qualified candidate(s) should apply by sending their CV to jobpruvia@gmail.com using the position applied as the subject of the mail.

Industries:Real Estate