
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