Job Overview: Leadway is one of Nigeria's leading Non-BankingFinancial Services providers, recognized for its customer-focused approach, operational excellence, and exceptional business performance.
Duties and Responsibilities: Guide clients in making informed financial decisions, focusing on financial planning, retirement planning, investment strategies, and wealth management. Assess clients' financial needs, create personalized plans, recommend financial solutions, and maintain strong relationships to support their long-term goals. Ensure compliance with regulatory requirements and provide exceptional service.
Required Qualifications: Strong expertise in Financial Planning, Retirement Planning, and Financial Advisory services. Knowledge and experience in Finance and Investments. Excellent communication, interpersonal, and relationship-building skills. Proficiency in analytical thinking and problem-solving related to financial strategies.
Educational Background: Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
Experience: Proven ability to work collaboratively and independently in a hybrid work environment. Knowledge of Nigeria’s financial market and regulatory landscape is an added advantage.
Languages: English
Additional Notes: Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly advantageous.
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