Petra Finance Jobs in Accra
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Petra is dedicated to offering comprehensive workplace financial solutions and personal financial planning services. Our mission is to empower individuals and businesses to meet their financial goals with tailored strategies and expert guidance. We aim to foster financial well-being and long-term success for our clients. At Petra, we value innovation, integrity, and client or customer-centered approaches that drive meaningful results.
Role Summary
This is a full-time, on-site role located in Accra for a Junior Financial Advisor. In this role, you will for provide financial solutions to existing and prospective customers based on their financial needs. You are expected to partner clients or customers to achieve their dreams by demonstrating exceptional knowledge of the company’s products and services while offering tailor made financial solutions to meet their needs now and in the future.
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Key Responsibilities
- Conduct financial need analysis to develop and implement a customized financial plan to achieve the financial goals of customers
- Achieve targets through effective planning and time management.
- Proactively build and maintain a pool of customers through presenting our innovative products and providing professional Financial Advisory services.
- Submit daily and weekly reports.
- Identify key opportunities for revenue growth.
- Support and guide customers through the decision-making process by displaying exceptional product knowledge and customer centeredness.
- Regularly reviewing customer’s portfolios/accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
- Conduct competitor analysis.
Qualification
- First Degree in Business Administration, Accounting, Marketing, Economics etc.
- Minimum 2 years’ post national service work experience in Sales, preferably in the retail space
- Be self-confident and self-motivated with passion to relentlessly pursue targets and goals.
- Must have a valid driver’s license with a minimum of 2 years driving experience in Ghana.
Competencies
- Selling and Persuasiveness
- Presentation Skills
- Team Player
- Ability to build and nurture relationships
- Verbal and Written Communication
- Analytical Skills
- Planning and Time Management Skills
- Proficiency in Excel, MS word and PowerPoint
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