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Home Jobs Dzorwulu, Accra Senior Financial Consultants – Client Wealth Solutions

Senior Financial Consultants – Client Wealth Solutions

PetraTrust  · Financial Services/Non-Banking

Full Time Dzorwulu, Accra
Dzorwulu - Accra
Deadline: 2 July 2026
Posted June 8, 2026

We are seeking a highly motivated and experienced professional to join our team in the capacity of [Job Title]. The ideal candidate will possess exceptional organizational skills and a proven ability to manage multiple priorities in a fast-paced environment. Responsibilities include overseeing daily operations, coordinating team efforts, and ensuring adherence to company policies and industry regulations. Additionally, the role requires strong analytical skills to assess performance metrics and implement strategic improvements as needed. Qualifications include a minimum of [X] years of relevant experience, a degree in [relevant field], and proficiency in [specific software/tools]. The successful applicant will demonstrate excellent communication abilities, both written and verbal, and a commitment to delivering high-quality results. This position offers opportunities for professional growth and the chance to contribute to meaningful projects.

As the successful candidate, you will assume responsibility for overseeing key operational functions to drive efficiency and productivity. Your primary focus will involve coordinating cross-functional teams, ensuring alignment with strategic objectives, and fostering collaboration across departments. You will be tasked with analyzing performance metrics, identifying trends, and implementing data-driven solutions to optimize workflows. Additionally, you will serve as a liaison between senior leadership and frontline staff, translating high-level directives into actionable plans. The ideal candidate will possess strong analytical skills, exceptional communication abilities, and a proven track record in process improvement.

Delivers tailored financial solutions to both current and potential clients, aligning offerings with their unique financial objectives. Partners with clients to help realize their aspirations by leveraging in-depth expertise in the company’s portfolio of products and services, ensuring customized recommendations that address immediate and long-term financial requirements.

Oversee and execute core duties associated with the position, including but not limited to managing projects from inception to completion, coordinating cross-functional teams to ensure seamless collaboration, and delivering solutions that align with organizational objectives. Analyze data and performance metrics to identify trends, recommend improvements, and implement strategic initiatives that enhance efficiency and productivity. Serve as a primary point of contact for stakeholders, addressing inquiries, resolving issues, and fostering strong professional relationships to support business growth. Additionally, maintain compliance with industry regulations and internal policies while ensuring all deliverables meet quality standards and deadlines.

Proactively assess clients’ financial circumstances to design and execute tailored financial strategies, ensuring alignment with their specific objectives and requirements.

• Achieve targets through effective planning and time management.

A dynamic customer acquisition and retention strategy is essential, requiring the proactive cultivation of a robust client base by showcasing our cutting-edge offerings and delivering expert financial advisory solutions.

You are responsible for preparing and submitting daily and weekly reports as part of your duties.

• Discover and evaluate high-impact avenues to drive revenue expansion and enhance financial performance.

• Support and guide customers through the decision-making process by displaying exceptional product knowledge and customer centeredness.

Regularly examining customers’ portfolios and accounts to identify whether life transitions, economic fluctuations, or financial performance necessitate a reassessment of their financial plans.

Perform comprehensive evaluations of competitors to identify market trends, strengths, weaknesses, and strategic opportunities.

Perform additional responsibilities pertinent to the position as required, ensuring all assigned tasks are executed in a timely and professional manner.

Requirements for the Position Include: Proficiency in utilizing industry-standard software applications, exceptional attention to detail to ensure accuracy in all tasks, strong organizational abilities to manage multiple responsibilities efficiently, effective communication skills to collaborate with team members and stakeholders, and a commitment to maintaining strict confidentiality in all professional interactions. Additionally, candidates must possess a minimum of three years of relevant experience in a similar role, hold a valid certification in the pertinent field if applicable, and demonstrate the capacity to adapt to evolving industry standards and technological advancements.

Must possess a comprehensive skill set encompassing both technical proficiencies and soft skills. Candidates should demonstrate proficiency in relevant software, tools, or methodologies pertinent to the role, along with strong problem-solving abilities, adaptability, and effective communication. Prior experience in similar positions or industries is highly valued, as is the capacity to work collaboratively within a team while managing individual responsibilities efficiently.

Candidates should possess a Bachelor’s Degree in a relevant field, such as Business Administration, Accounting, Marketing, or Economics.

• A minimum of two years of post-national service work experience in sales, with a preference for candidates who have worked in the retail sector.

Self-assured and driven by an intrinsic motivation to excel, the ideal candidate thrives in dynamic environments and takes initiative without external prompting.

Accomplishes sales objectives through strategic persuasion and effective client engagement, leveraging strong interpersonal skills to influence and convert prospects into loyal customers. Demonstrates a keen ability to articulate product benefits, address objections, and close deals while maintaining long-term customer relationships.

Deliver engaging and articulate presentations with clarity and confidence to diverse audiences.

• Team player

• Proficiency in cultivating and sustaining professional relationships with stakeholders, clients, and team members to foster collaboration and mutual growth.

We seek strong skills in both spoken and written communication, enabling clear and effective interaction with colleagues, clients, and stakeholders across various channels. Proficiency in articulating ideas concisely, actively listening, and adapting messaging to diverse audiences is essential. Additionally, the ability to draft professional documents, including emails, reports, and presentations, with precision and clarity is required. Candidates must demonstrate a command of grammar, tone, and structure to convey information accurately and persuasively.

Analytical professionals excel at evaluating complex information, identifying key patterns, and deriving actionable insights to inform strategic decision-making. They possess strong quantitative and qualitative assessment abilities, enabling them to dissect problems, assess risks, and propose data-driven solutions. Attention to detail, logical reasoning, and the capacity to interpret vast datasets are essential traits for this role. Additionally, they must effectively communicate findings to stakeholders, bridging the gap between technical analysis and practical implementation.

Demonstrates strong planning and time management capabilities, ensuring tasks are prioritized, deadlines are met, and projects are completed efficiently and on schedule.

Proven expertise in Microsoft Excel, Word, and PowerPoint is essential for this role.

• A Valid driver’s license with at least 2 years driving experience

Interested applicants should submit their application materials as instructed. Please ensure all required documents are included and meet the specified criteria. The application process is designed to evaluate qualifications thoroughly. Candidates must adhere to the outlined submission guidelines to be considered for further review.

To apply for this position, please submit the following: a comprehensive resume outlining your professional background, a cover letter detailing your qualifications, and any relevant certifications. Ensure your application highlights your experience in [specific field or role], as this will be a key consideration during the review process. Include three professional references who can speak to your work ethic and expertise. Applications must be submitted electronically by [deadline date], and late submissions will not be considered. For further inquiries, contact [recipient name or email] with the subject line “Application for [Position Name].”

Qualified candidates are encouraged to submit their applications through the designated portal at https://a.peoplehum.com/rz9us.

Qualifications

Bachelor’s Degree

Experience Required

2 years

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