Jobs

Wealth Advisors at 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.