Financial Advisor

Company Description

PETRA - Achieve More in Accra provides comprehensive workplace financial solutions and personal financial planning services to assist individuals in achieving their financial goals.

Role Description

Role Summary:

The Financial Advisor is responsible for providing financial solutions to existing and prospective customers based on their financial needs. He/She is expected to partner with clients or customers to achieve their dreams by demonstrating exceptional knowledge of the company’s products and services while offering tailor-made financial solutions to meet their needs now and in the future.

Key Responsibilities

• Conduct financial need analysis to develop and implement a customized financial plan to achieve the financial goals of customers
• Achieve targets through effective planning and time management.
• Proactively build and maintain a pool of customers through presenting our innovative products and providing professional Financial Advisory services.
• Submit daily and weekly reports.
• Identify key opportunities for revenue growth.
• Support and guide customers through the decision-making process by displaying exceptional product knowledge and customer-centeredness.
• Regularly reviewing customers’ portfolios/accounts to determine whether life changes, economic changes or financial performance indicate a need for plan reassessment.

Competencies

• Financial Planning and Finance skills
• Retirement Planning and Investments expertise
• Financial Advisory knowledge
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work well in a team
• Bachelor's degree in related field
• Must have a valid driver’s license with a minimum of 2 years driving experience in Ghana.