Titre du poste

Wealth Advisor - Accra

Description

Position : Wealth Advisor - Accra

We are looking for a Wealth Advisor.
This is a full-time on-site role for a Private Wealth Advisor at TIW Capital Group in Kumasi. The role involves financial planning, business relationship management, estate planning, and investments. Daily tasks include strategizing wealth management, engaging with clients, and implementing tailored investment plans.

Required profile for job ad : Wealth Advisor - Accra

Qualifications

  • Financial Planning and Investments skills
  • Business Relationship Management skills
  • Certified Financial Planner qualification
  • Estate Planning expertise
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team
  • Relevant certifications such as CFA or CFP are a plu

Job criteria for job ad : Wealth Advisor - Accra

  • Job category : Management
  • Industries : Banking, insurance, finance
  • Employment type : Fixed-term contract
  • Region : Central - Greater Accra
  • City : Accra
  • Remote work :
    No
  • Experience level : 2 to 5 years - 5 to 10 years - More than 10 years
  • Educational level : High school - Technical school - College - HND - Bachelor - Master - Doctorate
  • Number of Position(s) : 1
  • Planning
  • Relationship Management
  • Management
  • Sales
Be cautious! Do not send money to a potential employer. Do not pay any money for a potential contract of employment or for pre-employment training.
Please report any irregularities by using the candidate contact form and selecting the subject "Report a job ad".
Type de poste
Temps plein
Lieu du poste
Accra, Ghana
Date de publication
21 janvier 2025
Valide jusqu’au
22 mars 2025
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Poste : Wealth Advisor - Accra

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