Job Summary

Consult with clients on investment strategies, products and services that are suitable for their needs.

  • Minimum Qualification: Degree
  • Experience Level: Mid level
  • Experience Length: 2 years

Job Description/Requirements

Responsibilities:

  • Work closely with individuals, businesses and institutions to provide customized recommendations to help them meet their financial goals.
  • Consult with clients on investment strategies, products and services that are suitable for their needs.
  • Respond to client questions and requests.
  • Track and translate investment performance and make recommendations to clients.
  • Build a strong and long-term relationship with clients.
  • Establish a network of referrals.
  • Balances referral activities, customer follow-up, prospect building, and administrative tasks.
  • Any other duties assigned by Supervisor.

Specific Skills Requirement

  • Ability to be proactive, enthusiastic and team oriented.
  • Ability to prioritize and make decisions in a fast-paced environment.
  • Accuracy and attention to detail and strong organizational skills.
  • Strong written and verbal communication skills.
  • Strong analytical skills.
  • Good understanding of the financial industry.


Qualification and Requirements:

  • A minimum of 2 years in a similar role.
  • A minimum of a 1 st degree in accounting, finance, economics or any other discipline with experience in the investment sector.
  • Should have passed all the required securities courses of the Ghana Stock Exchange.

Important Safety Tips

1. Do not make any payment without confirming with the Jobberman Customer Support Team. 2. If you think this advert is not genuine, please report it via the Report Job link below.

Share Job Post

Stay Updated Join our newsletter and get the latest job listings and career insights delivered straight to your inbox.

Log In to apply now

Activate Notifications
Stay productive - get the latest updates on Jobs & News
Deactivate Notifications
Stop receiving the latest updates on Jobs & News

This action will pause all job alerts. Are you sure?

Cancel Proceed
Accra & Tema Region
| Full Time |
Confidential
2mos
A Reputable Company
Accra & Tema Region
| Full Time |
Confidential
2mos
Accra & Tema Region
| Full Time |
Confidential
2mos
Accra & Tema Region
| Full Time |
Confidential
2mos