
Full-Time
Job Type
Office
Work Setup
Leadership
Career Level
November 24, 2026
Application Deadline
*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.
Responsibilities
_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.
Requirements & Skills
_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.
Minimum Qualification Requirements
2 years
Minimum Experience

GREEN SERVICES
Leave feedback about this seller