Senior Financial Advisor
3 months ago
Job Title: Senior Financial Advisor
Job Summary:
The Senior Financial Advisor is responsible for providing advanced financial planning and insurance solutions to clients. This role involves developing comprehensive financial strategies, managing client relationships, and mentoring junior advisors. The Senior Financial Advisor plays a crucial role in driving business growth and ensuring client satisfaction through exceptional service and tailored recommendations.
Key Responsibilities:
Client Relationship Management: Develop and maintain strong relationships with high-net-worth clients, understanding their financial needs and goals.
Comprehensive Financial Planning: Analyze clients’ financial situations and create customized financial plans that incorporate insurance products, investments, and retirement strategies.
Product Expertise: Stay updated on insurance products and market trends to provide clients with informed recommendations and solutions.
Team Leadership: Mentor and guide junior financial advisors, sharing expertise and best practices to enhance team performance.
Business Development: Identify opportunities to expand the client base and enhance service offerings through networking and marketing initiatives.
Compliance and Risk Management: Ensure all financial advice and transactions comply with regulatory standards and internal policies.
Performance Monitoring: Regularly review and assess clients’ financial plans, making adjustments as necessary to align with changing goals and market conditions.
Client Education: Conduct seminars and workshops to educate clients and prospects about financial planning and insurance products.
Qualifications:
Bachelor’s degree in finance, business, economics, or a related field.
Extensive experience in financial advising, particularly in the insurance sector (typically 5+ years).
Strong understanding of insurance products, investment strategies, and financial regulations.
Professional certifications (e.g., CFP, ChFC, CLU) are highly desirable.
Proven track record of building and maintaining client relationships.
Skills:
Excellent communication and interpersonal skills.
Strong analytical and problem-solving abilities.
Ability to work independently and as part of a team.
Proficient in financial planning software and tools.
Strong organizational and time management skills.
Work Environment:
Primarily office-based, with travel required for client meetings and networking events.
-
Senior Financial Advisor
2 months ago
Lagos, Lagos, Nigeria Heirs Insurance Group Full timeAbout UsAt Heirs Insurance Group, we strive to provide exceptional services to our clients.The RoleWe are seeking a skilled Senior Financial Advisor to join our team. This is a fantastic opportunity to work with a dynamic group of professionals who are passionate about delivering excellent results.Key ResponsibilitiesMeet individually with clients to...
-
Financial Advisor
3 months ago
Lagos, Nigeria HEIRS INSURANCE GROUP Full time1. A Financial Advisor is responsible for selling all company products, Life Insurance/ Personalised Investment Plans, Protection plans, Endowment Plans, and general insurance production) to prospective and existing customers. 2. As an Advisor you have a duty to recommend the perfect insurance policies and product to potential and existing client, guide...
-
Strategic Financial Solutions Advisor
4 weeks ago
Lagos, Lagos, Nigeria Consolidated Hallmark Insurance Ltd Full timeAt Consolidated Hallmark Insurance Ltd, we are seeking a highly skilled Sr. Financial Solutions Advisor to join our team. This is an exceptional opportunity for a seasoned financial advisor to leverage their expertise and drive business growth while delivering exceptional client experiences.The ideal candidate will possess extensive experience in financial...
-
Senior Legal Advisor
1 month ago
Lagos, Lagos, Nigeria Dapo Opeaye and Co Full timeJob Summary:We are seeking a highly skilled Senior Legal Advisor to join our team at Dapo Opeaye and Co. As a Senior Legal Advisor, you will play a crucial role in handling litigation issues, company secretarial work, and other legal matters.Key Responsibilities:Handle all aspects of litigation, including pre-trial, trial, and post-trial proceedingsProvide...
-
Senior Legal Advisor
1 month ago
Lagos, Lagos, Nigeria Dapo Opeaye and Co Full timeJob Summary:We are seeking a highly skilled Senior Legal Advisor to join our team at Dapo Opeaye and Co. As a Senior Legal Advisor, you will play a crucial role in handling litigation issues, company secretarial work, and other legal matters.Key Responsibilities:Handle all aspects of litigation, including pre-trial, trial, and post-trial proceedingsProvide...
-
Business Development Financial Advisor
2 months ago
Lagos, Lagos, Nigeria HEIRS INSURANCE GROUP Full timeBusiness Development Financial Advisor Job DescriptionWe are seeking a skilled Business Development Financial Advisor to join our team at HEIRS INSURANCE GROUP.Main Responsibilities:Client Acquisition: Identify and pursue new business opportunities to drive revenue growth.Product Development: Collaborate with cross-functional teams to develop and implement...
-
Lagos, Lagos, Nigeria Skycapital Full timeAt Skycapital, we are seeking a highly skilled and experienced Senior Technical Advisor to provide technical support and assistance to our Group Managing Director. The successful candidate will be responsible for providing expert technical guidance, analyzing complex data, and preparing detailed reports to inform strategic decision-making.Key...
-
Senior Financial Strategist
3 weeks ago
Lagos, Lagos, Nigeria Ipnx nigeria Full timeAbout the Role">As a Senior Financial Strategist at Ipnx Nigeria, you will play a critical role in overseeing financial management and reporting for a multi-family office serving Ultra-High-Net-Worth Individuals (UHNWI). This position requires expertise in financial planning, cash flow management, budgeting, and project accounting. You will collaborate with...
-
Financial Advisors
3 months ago
Lagos, Nigeria Consolidated Hallmark Insurance Ltd Full timeKey Responsibilities: Client Acquisition: Develop and implement marketing strategies to attract new clients through networking, referrals, and outreach activities. Financial Planning: Assess clients' financial situations and goals, providing tailored financial advice and strategies. Product Knowledge: Stay informed about financial products, market trends,...
-
Senior Financial Strategist
1 month ago
Lagos, Lagos, Nigeria Ipnx nigeria Full timeJob OverviewThe Senior Financial Strategist will oversee the financial management and reporting for a multi-family office serving Ultra-High-Net-Worth Individuals (UHNWI).
-
Senior Financial Leader
3 weeks ago
Lagos, Lagos, Nigeria Black Pen Recruitment Full timeJob OverviewWe are seeking a highly skilled Senior Accountant to join our team at Black Pen Recruitment. This is an exciting opportunity for an experienced financial professional to take on a leadership role and contribute to the growth and success of our organization.About UsOur client is a leading player in the African stablecoins space, dedicated to...
-
Senior Financial Administrator
4 weeks ago
Lagos, Lagos, Nigeria Sigma Consulting Group Full timeJob Title: Senior Financial AdministratorWe are seeking a highly skilled and detail-oriented Senior Financial Administrator to join our team at Sigma Consulting Group. This is a 6-month contract opportunity.Location:Ikeja, LagosEstimated Salary Range:N120,000 - N180,000 per monthIn this role, you will be responsible for maintaining accurate and up-to-date...
-
Strategic Financial Services Consultant
1 month ago
Lagos, Lagos, Nigeria Consolidated Hallmark Insurance Ltd Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Advisor to join our team at Consolidated Hallmark Insurance Ltd. As a key member of our sales team, you will be responsible for developing and implementing effective marketing strategies to attract new clients, providing personalized financial advice and services, and maintaining strong...
-
Senior Financial Strategist
4 weeks ago
Lagos, Lagos, Nigeria Consolidated Hallmark Insurance Ltd Full timeOverviewWe are seeking a highly skilled Senior Financial Strategist to join our team at Consolidated Hallmark Insurance Ltd. This role is ideal for individuals with a strong background in finance and a passion for developing strategic plans that drive business growth.
-
Senior Financial Services Manager
4 days ago
Lagos, Lagos, Nigeria international finance corporation Full timeJob OverviewThe International Finance Corporation, a member of the World Bank Group, is seeking a highly motivated and experienced Senior Financial Services Manager to join its team. This role will be based in Lagos, Nigeria, and will report directly to the Manager, Financial Institutions Group.The selected candidate will be responsible for leading the...
-
Senior Financial Consultant
1 month ago
Lagos, Lagos, Nigeria HEIRS INSURANCE GROUP Full timeJob Title: Senior Financial ConsultantWe are seeking a highly skilled and motivated Senior Financial Consultant to join our team at Heirs Insurance Group.About the Role:Sell all company products, including Life Insurance, Personalised Investment Plans, Protection plans, Endowment Plans, and general insurance production to prospective and existing...
-
Senior Financial Strategist
4 weeks ago
Lagos, Lagos, Nigeria Aviot Industries Nigeria Full timeAviot Industries Nigeria is seeking a skilled Senior Financial Strategist to join our team. The ideal candidate will have a strong background in financial analysis and planning.About the RoleWe are looking for an experienced professional who can analyze financial data, create financial models, and develop strategies to optimize resources and improve...
-
Senior Financial Strategist
4 weeks ago
Lagos, Lagos, Nigeria INFINION TECHNOLOGIES LIMITED Full timeINFINION TECHNOLOGIES LIMITED, a dynamic and innovative tech company, is seeking a highly motivated Senior Financial Strategist to join its team in Lagos, Nigeria. The successful candidate will play a key role in developing and implementing financial strategies that drive business growth and profitability.The ideal candidate will have a strong background in...
-
Senior Financial Analyst
3 weeks ago
Lagos, Lagos, Nigeria Prob Digital PVT LTD Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team at Prob Digital PVT LTD. The successful candidate will be responsible for providing financial insights and supporting strategic decision-making.Job DescriptionResponsibilities:Maintain accurate financial records by ensuring proper classification and documentation of...
-
Senior Financial Services Specialist
1 month ago
Lagos, Lagos, Nigeria Heirs Insurance Group Full timeJob SummaryWe are seeking a Senior Financial Services Specialist to join our team at Heirs Insurance Group. In this role, you will be responsible for meeting individually with clients to determine their financial objectives and risk tolerance.Duties and ResponsibilitiesMeet with clients to understand their financial needs and goalsOffer strategic advice on...