Financial Advisory Officer at Lotus Capital Limited | Nigeria
Lotus Capital Limited, a pioneer in non-interest finance and a leading ethical investment management company in Nigeria, is seeking a driven and skilled Financial Advisory Officer to join our esteemed team. Specializing in Asset Management, Private Wealth Management, and Financial Advisory services, Lotus Capital has been instrumental in the growth of the non-interest finance sector for 14 years, managing three prominent mutual funds listed on the exchange. We are committed to ethical financial practices and client success.
Job Overview
The Financial Advisory Officer will play a pivotal role in providing expert financial guidance and tailored investment solutions to our diverse clientele. This position requires a deep understanding of financial markets, a commitment to ethical principles, and the ability to build strong, trust-based relationships.
Key Responsibilities
- Conduct comprehensive financial needs assessments for clients.
- Develop and present customized financial plans and investment strategies.
- Educate clients on ethical investment products and principles.
- Monitor client portfolios and recommend adjustments as needed.
- Stay abreast of market trends and regulatory changes.
- Ensure compliance with all company policies and regulatory requirements.
Requirements
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Proven experience in financial advisory or wealth management.
- Strong understanding of non-interest finance principles and products.
- Excellent communication, negotiation, and interpersonal skills.
- Proficiency in financial analysis and planning software.
- Relevant professional certifications (e.g., CFA, CIS) are a plus.
What We Offer
- A dynamic and ethical work environment.
- Opportunities for professional development and career advancement.
- Competitive remuneration package.
- Contribution to the growth of ethical finance in Nigeria.
