Key Responsibilities
Financial Planning & Advisory
- Assess clients' financial goals, risk tolerance, and investment preferences.
- Develop customized financial plans, including savings, investments, insurance, and retirement strategies.
- Provide guidance on budgeting, debt management, and tax planning.
Investment & Wealth Management
- Analyze market trends, economic conditions, and investment opportunities.
- Recommend appropriate investment portfolios, including stocks, bonds, mutual funds, and real estate.
- Monitor client portfolios and adjust strategies based on financial goals and market performance.
Risk Assessment & Insurance Planning
- Identify financial risks and propose mitigation strategies.
- Recommend suitable insurance products, such as life, health, and business insurance.
- Ensure clients have adequate financial protection against unforeseen circumstances.
Regulatory Compliance & Documentation
- Maintain up-to-date knowledge of financial regulations, tax laws, and compliance requirements.
- Ensure all financial transactions and advisory services align with legal and ethical standards.
- Prepare financial reports, contracts, and investment summaries for clients.
Client Relationship Management
- Build and maintain strong relationships with clients through regular financial reviews.
- Educate clients on financial literacy, investment opportunities, and market changes.
- Provide ongoing support and updates on financial plans and portfolio performance.
Qualifications & Skills
- Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field.
- Professional certification (e.g., CFA, CFP, CPA) is an advantage.
- Proven experience in financial consulting, investment advisory, or wealth management.
- Strong analytical and problem-solving skills.
- Excellent communication, negotiation, and interpersonal skills.
- Proficiency in financial planning software and Microsoft Office Suite.
- Strong understanding of market trends, tax laws, and financial regulations.
Salary
Competitive
Monthly based
Location
Kumasi, Ashanti Region, Ghana
Job Overview
Location
Kumasi, Ashanti Region, Ghana