Financial Advisory Officer at Lotus Capital Limited | Nigeria
Company/Recruiter: Lotus Capital Limited
✦ AI Summary
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.
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.