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Financial Planner by Pilman: 3:26pm On Sep 09, 2019 |
Job Title: Financial Planner Location: Lagos Job Summary/Responsibility • Prepare sound financial plans to ensure clients meet their goals • Advise clients on current financial issues and make recommendations • Generate new business and build relationships • Present and sell suitable financial products and services • Find and approach prospective clients Qualifications/Experience • HND/BSc/BA in accounting, finance, business administration or relevant field • Proven experience as financial planner or similar role; experience in sales or customer service is an asset Skills/Competence • Proficiency in MS Office and CRM systems • Attention to detail and strong math skills • Outstanding communication skills, with the ability to foster long-term relationships • Excellent critical thinking, deductive reasoning and decision-making skills. • Ability to work within a multicultural environment. Application Closing Date 16th September, 2019 How to Apply: • Upon meeting the above requirements, interested and qualified applicant should forward their CV/Resume to careers@pruviaintegrated.com the subject of the mail should be the job title. |
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