Financial Advisor

Overview

Based on their financial needs, the Financial Advisor's job is to offer current and potential client’s financial solutions. Through exhibiting exceptional understanding of the company's products and services and providing customized financial solutions to fulfill their needs both now and in the future, he or she is expected to work with clients or customers to help them realize their dreams.

Responsibilities

• Analyse financial needs to create and implement a personalized financial plan that helps clients reach their financial objectives. • Reach goals by using efficient time management and planning. • Proactively create and nurture a clientele by offering our cutting-edge products and competent financial advisory services. • Send in well-written reports on a daily basis and identify potential areas for increased revenue. • Showing great product expertise and customer-centeredness will help and direct customers through the decision-making process. • analysing client portfolios and accounts on a regular basis to see if any changes in life, the economy, or financial performance call for a plan review. • Analyse your competitors.

Requirements

• First degree in economics, marketing, accounting, and business administration, etc. • A minimum of two years of sales experience following national service, ideally in a retail setting • In Have self-assurance and a strong sense of motivation to pursue your objectives with tenacity. • Skills in selling and persuasion, effective presentation, and teamwork. • The capacity for both written and verbal communication, as well as relationship development. • Skills in planning, time management, and analysis, especially numeracy. • Proficiency in PowerPoint, M5 Word, and Excel. • Must possess a current driver's license and at least two years of Ghanaian driving experience.