Job Title: Investment Advisory Manager
Location: Lagos
Employment Tye: Full Time
Duties and Responsibilities
Investment Consultant job description should contain a variety of functions and roles including:
- Working with clients to identify their unique investment goals.
- Formulating investment strategies based on client goals.
- Issuing client documents, including monthly or yearly portfolio reports.
- Managing client documents for tax reporting.
- Making adjustments to client investments over time, such as switching to a lower-risk investment as a client reaches retirement age.
- Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.
- Suggesting investment products based on client needs.
- Analyzing various markets and conducting research.
Requirements / Skills / Qualifications
Investment Consultant job description should include these common skills and qualifications:
- Bachelor’s Degree in Finance, Accounting, Economics, or a related discipline.
- 10 years’ experience in a finance position.
- Expertise in tax financial regulation laws.
- Outstanding interpersonal skills.
- Analytical mind with good problem-solving skills.
- Excellent written and verbal communication skills.
- Confident decision-making abilities.
HOW TO APPLY
Interested and qualified candidates should send their Applications to: [email protected] using the Job Title as the subject of the email.
Deadline: August 7, 2023
Job Features
Job Category | Investment Officer |