Archive: Financial Consultant

Lagos State, Nigeria
Transvel Integrated
Company Name
Full-time
Job Type
Senior
Career Level
Helps clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.
Responsibilities
Provides financial management information by preparing financial status analyses and reports. Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations. Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Requirements and Skills
Corporate Finance, Financial Diagnosis, Financial Operations, Financial Planning and Strategy, Financial Skills, Financial Software, Selling to Customer Needs, Informing Others, Financial Licenses, Analyzing Information , Business Knowledge HOW TO APPLY: Interested Candidates should forward their detailed CV through the company's email:transvelintegrated@ gmail.com OR you can send your location, your phone number, your qualification and position applied for as a text msg to company phone number{phone=09012406032} Only shortlisted candidates should be contacted.
Minimum Qualification Requirements
1 year
Minimum Experience
₦ 60,000 - 80,000
Salary
Archive: Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.<br />Assesses clients&#39; financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.<br />Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
CLOSED

Transvel Interaged

Last seen 1 month ago
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