Investment Advisor at Universal Human Resource Consult

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.