Financial Advisers Needed Urgently in Accra

Financial Advisers Needed Urgently in Accra - 1

Details

Salary
GH₵ 3,000 - 5,000
Job Type
Full-time
Work Setup
Office
Career Level
Leadership
Job Posted By
Individual
Responsibilities
*1. Financial Planning & Advisory:* Assess clients' financial goals, income and risk tolerance to create personalized financial plans covering savings, investments, retirement, tax and insurance. *2. Investment Management & Client Relations:* Recommend and manage suitable investment products, monitor portfolio performance, provide regular market updates, ensure compliance with financial regulations and maintain long-term client relationships.
Minimum Experience
2 years
Application Deadline
November 24, 2026
Requirements and Skills
_1. Requirements:_ Bachelor's degree in Finance, Accounting, Economics or related field. Must have 2+ years experience in financial advisory, banking or investment. Professional certification (CFA, CISI or GSE license) is an added advantage. Must understand Ghana financial regulations. _2. Skills:_ Strong analytical and financial modeling skills, excellent communication and sales ability, client relationship management, knowledge of investment products, risk assessment, integrity, confidentiality and proficiency in financial software/Excel.
Minimum Qualification Requirements
_Minimum Qualification:_ Bachelor's degree in Finance, Accounting, Economics or related. 2+ years experience in financial services. Must understand investment products and Ghana financial regulations.

Financial Advisers Needed Urgently in Accra Highlights

  • Financial Planning Expertise: Financial advisers create personalized plans for clients, covering savings, investments, retirement, and insurance based on their goals and risk tolerance.
  • Investment Management: This role involves recommending and managing investment products, monitoring portfolio performance, and providing market updates to clients.
  • Client Relationship Building: Maintaining strong, long-term relationships with clients is crucial, requiring excellent communication, integrity, and confidentiality.
  • Regulatory Knowledge: A solid understanding of financial regulations, particularly within the local market (e.g., Ghana), is essential for compliance and effective advisory.
  • Analytical and Sales Skills: Success in this field requires strong analytical abilities for financial modeling, alongside effective communication and sales skills to attract and retain clients.
  • Career Growth Potential: With experience and professional certifications, financial advisers can advance into leadership roles and expand their client base.

Description

• Seeking experienced Financial Advisers to join a growing team in Accra. • Responsibilities include financial planning, investment management, and client relationship building. • Bachelor's degree in Finance, Accounting, or Economics required; 2+ years of experience in financial advisory or banking. • Professional certifications (CFA, CISI, GSE license) are advantageous. • Must possess strong analytical, communication, and sales skills, with knowledge of Ghana's financial regulations. • Competitive salary range of GH₵ 3,000 - 5,000, with transportation allowances, bonuses, and SSNIT contributions. • Full-time, office-based role with leadership career level opportunities. • Application deadline: November 24, 2026.

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