Senior Financial Consultant

4 days ago


Lagos, Lagos, Nigeria Consolidated Hallmark Insurance Ltd Full time
Job Title: Senior Financial Consultant

The Senior Financial Consultant is a crucial member of our team, responsible for delivering exceptional financial services and guidance to clients.

Key Responsibilities:
  • Financial Analysis: Conduct thorough financial analyses to identify areas for improvement and develop strategic recommendations.
  • Client Onboarding: Welcome new clients, explain our services, and establish clear expectations for our collaboration.
  • Insurance Solutions: Provide expert advice on insurance products, helping clients make informed decisions to protect their assets.
  • Financial Planning: Develop comprehensive financial plans tailored to each client's unique needs and goals.
  • Portfolio Management: Manage client portfolios, monitoring market trends and adjusting investment strategies as needed.
  • Team Collaboration: Work closely with colleagues to share knowledge, best practices, and industry insights.
  • Professional Development: Stay updated on industry developments, attending conferences, and participating in continuing education programs.
Qualifications:
  • Bachelor's degree: Finance, business, economics, or a related field.
  • Experience: Several years of experience in financial consulting, preferably in the insurance sector.
  • Certifications: Relevant professional certifications (e.g., CFP, ChFC, CLU) are highly valued.
  • Skills: Strong analytical and communication skills, with the ability to build trust with clients.
Work Environment:

Primarily office-based, with occasional travel for client meetings and industry events.



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