PetraTrust Accounting Jobs in Accra
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Petra offers top-notch fund administration services, financial advisory services, corporate trustee services and other workplace benefits-related services to individuals and institutions, to empower them to make the best choices to achieve their desired financial future.
Role Summary
Responsible for providing financial solutions to existing and prospective customers based on their financial needs. He or She is 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.
- Other duties relating to the role
Required Skills or Experience
Qualifications and Experience
- First Degree in Business Administration, Accounting, Marketing, Economics etc.
- Minimum 2 years post national service work experience in sales, preferably in the retail space
Must have skills
- Self-confident and Self-motivated
- Selling and persuasiveness
- Presentation skills
- Team player
- Ability to build and nurture relationships
- Verbal and Written Communication
- Analytical Skills
- Planning and Time Management
- Proficiency in Excel, MS Word and PowerPoint
- A Valid driver's license with at least 2 years of driving experience
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