Job Title

Finance Analyst At Aureole Consulting Limited

Requirements

Aureole Consulting Limited is an HR consulting company which specialize in talent acquisition services, Outsourcing Services, Executive Search, Social Media Job Advertisement, HR consulting amongst other services. Our aim is to revolutionize HR consulting in Africa.

We are recruiting to fill the position below:
Job Description

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.
Securing stocks and bonds and establishing progressive savings account
Maintaining compliance with all rules and regulations in the financial industry
Identifying and pursuing potential clients to maintain a strong client base
Qualifications

B.Sc Degree in Finance, Accountancy, Business Management, or related field
Post-graduate degree or a relevant certification is an added advantage
Relevant experience in finance industry, and a flair for customer service, & sales Competencies
In-depth understanding of employer, industry, and federal regulations
Knowledge of financial options, including investments, loans, savings accounts, and stock options
Expertise in financial planning and investment strategies
Financial modelling skills
Familiarity with the securities, mutual fund, and insurance industries
Advanced ability to analyze and explain market data
Proficiency with word processing, spreadsheet, database, and financial planning software
Analytical thinking skills and the ability to assess clients’ needs
Excellent communication abilities, including writing, speaking and active listening
Effective sales, presentation, and customer service skills
Good organization and time management skills
Direct reports.

Method of Application

Interested and qualified candidates should send their CV to: careers@aureole.ng using the Job Title as the subject of the email.

Deadline

Not specified

Salary

Attractive