Investment Advisor at a Real Estate Company - UHR Consult Limited

Posted on Wed 24th Jan, 2024 - www.hotnigerianjobs.com --- (0 comments)

UHR Consult Limited - Our client in the Real Estate industry is recruiting to fill the position below:

Job Title: Investment Advisor

Location: Abuja (FCT)
Employment Type: Full-time

Job Description

  • 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 Responsibilities

  • 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.
  • Collaborate with external auditors to ensure that audits are completed on time and according to standards set by regulatory agencies.

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.

Salary
N300,000 - N450,000 Monthly.

Application Closing Date
31st January, 2024.

How to Apply
Interested and qualified candidates should send their CV in PDF to: [email protected] using the Job Title as the subject of the mail.