Financial Planning Expert

1 week ago


Port Harcourt, Rivers State, Nigeria Optimum Global Capital Managment Full time
Job Summary

We are seeking a skilled Investment Advisor to join our team at Optimum Global Capital Management. As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals through tailored investment strategies and exceptional customer service.


Responsibilities
  • Develop and implement personalized financial plans for clients
  • Manage client investments and provide regular portfolio updates
  • Provide expert finance advice and guidance to clients
  • Foster strong relationships with clients and internal stakeholders

Requirements
  • Proven experience in financial planning and investment management
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Bachelor's degree in Finance, Economics, or related field; professional certifications such as CFA or CFP a plus


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