Head of Finance at Aureole Consulting Limited

Job purpose

• This role will act as an intermediary between the company and clients, provide financial guidance as well as recommendations to clients on how to best utilize their funds.
• He/She will research and analyze investment opportunities and meet with clients or potential clients to go over investment strategies.

Duties and responsibilities

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
• Answering client questions about financial plans and strategies and giving financial advice.
• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Contacting clients regularly to discover changes in their financial status.
• Securing stocks and bonds and establishing progressive savings account
• Maintaining compliance with all rules and regulations in the financial industry
• Identifying and pursuing potential clients to maintain a strong client base

Qualifications

• BSc degree in Finance, Accountancy, Business Management, or related field
• Post-graduate degree or a relevant certification is an added advantage
• Relevant experience in finance industry, and a flair for customer service, & sales

Competencies

• In-depth understanding of employer, industry, and federal regulations
• Knowledge of financial options, including investments, loans, savings accounts, and stock options
• Expertise in financial planning and investment strategies
• Financial modelling skills
• Familiarity with the securities, mutual fund, and insurance industries
• Advanced ability to analyze and explain market data
• Proficiency with word processing, spreadsheet, database, and financial planning software
• Analytical thinking skills and the ability to assess clients’ needs
• Excellent communication abilities, including writing, speaking and active listening
• Effective sales, presentation, and customer service skills
• Good organization and time management skills