TRUST ADVISOR

HENRIKEN CONSULTING

Accounting, Auditing & Finance

Company Description

The Henriken Team is composed of young, innovative, and problem-solving talents dedicated to providing exceptional support to its clientele. We pride ourselves on the quality and speed of our deliverables, ensuring an outstanding experience for our clients. Henriken Consulting is committed to fostering an environment of creativity and excellence.

Role Description

This is a full-time on-site role for a Trust Advisor located in Lekki. The Trust Advisor will be responsible for providing financial planning and advisory services, including retirement planning and investment advice. Day-to-day tasks include assessing client financial situations, creating personalized financial plans, managing investment portfolios, and providing ongoing advisory support. This role requires strong interpersonal skills and the ability to build and maintain trusted relationships with clients.

Qualifications

• Expertise in Financial Planning and Financial Advisory
• Strong knowledge of Investments
• Experience in Retirement Planning
• Knowledge of Finance principles and practices
• Strong analytical and decision-making skills
• Bachelor's degree in Finance, Economics, Business, or a related field
• Professional certifications such as CFP, CFA, or equivalent are a plus
• Excellent written and verbal communication skills
Ability to work independently and solve complex problems

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