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Financial Advisor (Hybrid, Lagos)

Heirs Insurance Group · Lagos

Hybrid 🇬🇧 English

Job description

About the role

The Financial Advisor will provide personalized investment solutions that help clients achieve their long‑term financial objectives. Working in a hybrid setting, the role combines client‑facing financial planning with collaboration across the investment team.

Key responsibilities

  • Deliver financial planning support to clients, creating tailored investment strategies.
  • Assist investment professionals in building and maintaining strong client relationships.
  • Prepare detailed financial plans and verify their accuracy through rigorous cross‑checking.

Required profile

  • Bachelor’s degree in Finance or a related field.
  • At least 5 years of experience in the financial services industry.
  • Strong understanding of investment products and the broader investment business.
  • Excellent interpersonal and communication abilities.

Required skills

  • N/A

Questions fréquentes

Le salaire n'est pas communiqué publiquement par le recruteur. Vous pouvez postuler et négocier directement avec Heirs Insurance Group.
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Published 3 months ago

38 views · 0 interested

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Heirs Insurance Group

Lagos