Financial Service Representative Job at Navic Investment Limited

Navic Investment Company Limited is an investment company, which is established to invest predominantly in the Nigerian listed securities with typically a mid-cap bias and cash, deposits products and senior debts, together with allocations to global listed securities. The investment objective of our Company is to provide investors with growing income stream and long term capital growth in excess of its benchmark (the S&P/ASX 300 Accumulation Index) over minimum five years investment periods. We provide investors with the opportunity to invest in an actively managed portfolio and offers them access to a portfolio of Nigerian and global listed securities.

We are recruiting to fill the position below:

Job Position: Financial Service Representative

Job Location: Lagos
Employment Type: Full-time

Responsibilities

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
• Answering client questions about financial plans and strategies and giving financial advice.
• Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Contacting clients regularly to discover changes in their financial status.
• Building and maintaining your client base.

Requirements

• 3 years Experience.
• Bachelor's degree in Business, Finance or related field.
• Valid driver’s license.
• Knowledge of mutual fund, securities, and insurance industries.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Comfortable using a computer for various tasks.
• Experience providing quality financial advice.

Method of Application
Interested and qualified candidates should send their CV to: info.navicinvestmentltd@gmail.com using the Job Title and current location as the subject of the email which will determine selected applicant's mode of interview invitation.

Note: Multiple Applications will lead to automatic disqualification of Applicant.