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  • Providing financial advice or guidance to customers for compensation.
  • Provide investment management, income tax preparation and estate planning services and advise
  • Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences”
  • Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning and other tasks quoted to client
  • Decide how to build your practice by choosing your clients and the markets you want to pursue
  • Solicit clients actively via telephone, mail, referrals, etc.
  • Maintain proper documentation following preset guidelines established by compliance and management
  • Complying with all industry rules and regulations

REQUIREMENTS

  • Minimum of an OND in any relevant field
  • Must be able to listen to and understand your clients’ financial goals.
  • Must be able to know how to help our clients meet their goals, you need to evaluate all the data available.
  • Must understand documents that describe various financial instruments.
  • Must be able to clearly explain the financial services you can provide to potential clients.
  • Help people plan for the futures is important.

All candidates should forward c.v  and application to preewdata@gmail.com

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CareerportalNg
No 1, Agatu Street, Off Gimbiya Street, Area 11, Garki, FCT – Abuja
careerportalng@gmail.com

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