Investment Advisor at UHR Consult Limited

UHR Consult is an HR advisory and talent acquisition firm with expert consultants and headhunters who are fully into the business of HR Advisory, researching, headhunting, and attracting the best fit for their clients.

We are recruiting to fill the position below:

Job Title: Investment Advisor

Location: Abuja (FCT)
Industry: Real Estate

Description

• Our client seeks to hire an Investment Advisor.As an Investment Advisor, you will wear two hats, combining the responsibilities of both an Investment Advisor and an Accountant.
• You will play a vital role in identifying and analyzing investment opportunities, providing guidance to clients regarding their investment needs and maintaining accurate financial records for the organization.

Job Functions

• Prospect for new clients/investors.
• Create and maintain sustainable professional relationships with clients.
• Enlighten clients on investment options available to them.
• Develop tailored investment solutions that cater to the individual needs of clients.
• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
• Managing and updating client portfolios.
• Collaborate with different departments to produce yearly departmental budgets and manage the budget control mechanisms all year round.
• Oversee daily accounting duties including the preparation of invoices, reconciliations, payment processing, cash-flow management and payroll processing.
• Monitor price verification and cost control of transactions with organization vendors.
• Prepare financial statements, reports, budgets and projections.
• Maintain compliance with all rules and regulations in the financial industry.
• Collaborate with external auditors to ensure that audits are completed on time and according to standards set by regulatory agencies.
• Liaise with the MD to determine the organization’s expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

Requirements

• Bachelor’s Degree in Finance, Accounting, Business Management, or a related field.
• Must be a chartered accountant.
• Post-graduate degree or a relevant certification is an added advantage.
• Relevant experiences in real estate investment financing, building financial statements and projections, and structuring real estate loans.
• A minimum of 5 years’ experience in real estate investment analysis and advisory is essential, with a preference for wealth management and managed accounts/programs within the agency, brokerage, discretionary, and advisory space.
• Knowledge of Generally Accepted Accounting Principles (GAAP)
• Strong Excel skills and experience with accounting software, such as Quickbooks
• Proficiency in property management software.
• Knowledge of financial and real estate investment options, including investments, loans, savings accounts, and stock options is an added advantage.
• Excellent written and verbal communication skills.
• Strong interpersonal skills.

Remuneration

• N250,000 (Inclusive of other benefits)

Application Closing Date
18th March, 2024.