Trust Advisor
5 days ago
Role Description
This is a full-time on-site role for a Trust Advisor, located in Abuja. The Trust Advisor will be responsible for providing financial advisory services to clients, focusing on financial planning, retirement planning, and investments. Day-to-day tasks include developing and implementing personalized financial plans, assessing clients' financial situations, advising on investment opportunities, and assisting with retirement planning strategies. The Trust Advisor will also be expected to maintain up-to-date knowledge of financial products and market trends, and provide continuous support to clients.
Qualifications
- Financial Planning and Financial Advisory skills
- Experience in Finance and Investments
- Expertise in Retirement Planning
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Professional certifications such as CFP, CFA, or similar are a plus
- Bachelor's degree in Finance, Economics, Accounting, or related field
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