Pruvia Integrated Limited – Our client, a major player in the real estate sector, is recruiting to fill the position below:
Job Title: Investment Advisor
Location: Ogudu, Ikeja, Lagos
Employment Type: Full-time
Job Summary
- We are 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.Â
- You will leverage your expertise in financial markets to develop tailored investment strategies that align with clients’ goals, risk tolerance, and time horizons.Â
- 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.
Requirements
- 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
N250,000 – N300,000 Monthly.
Application Closing Date
Not Specified.
How to Apply
Interested and qualified candidates should send their CV to: jobpruvia@gmail.com using the Job Title as the subject of the email.