Junior Financial Advisor (Full-Time)

Location: Accra, Ghana

Company Profile

Petra is a trusted financial services organization committed to empowering individuals and businesses with innovative financial solutions that help them achieve their goals. We pride ourselves on delivering exceptional customer experiences through professionalism, integrity, and expert financial advice. We are seeking a motivated and customer-focused Junior Financial Advisor to join our team and support our mission of creating lasting financial value for our clients.

Key Responsibilities

• Conduct comprehensive financial needs analyses to develop and implement customized financial plans that align with customers’ financial goals and aspirations.
• Achieve individual sales and business development targets through effective planning, disciplined execution, and sound time management.
• Build and maintain a strong customer portfolio by promoting Petra’s financial products and delivering professional financial advisory services.
• Develop and nurture long-term relationships with clients by providing exceptional customer service and ongoing financial guidance.
• Support customers throughout the decision-making process by demonstrating strong product knowledge and a customer-centric approach.
• Regularly review customer portfolios and financial plans to identify changes in financial circumstances, market conditions, or customer objectives that may require plan adjustments.
• Identify new business opportunities and contribute to revenue growth through proactive prospecting and relationship management.
• Conduct competitor and market analyses to identify trends and opportunities that support business development initiatives.
• Prepare and submit accurate daily and weekly sales and performance reports.
• Maintain comprehensive and up-to-date customer records while ensuring compliance with company policies and regulatory requirements.
• Perform other duties relevant to the role as assigned.

Qualifications & Experience

• Bachelor’s degree in Business Administration, Accounting, Marketing, Economics, Finance, or a related field.
• Minimum of 2 years of post–National Service experience in sales, preferably within the retail or financial services sector.
• Previous experience in financial advisory, relationship management, or business development will be an added advantage.

Knowledge & Skills

• Strong selling, negotiation, and persuasive communication skills.
• Excellent verbal and written communication abilities.
• Strong presentation and customer engagement skills.
• Ability to build, manage, and maintain long-term customer relationships.
• High level of self-confidence, self-motivation, and results orientation.
• Strong analytical, planning, and time management skills.
• Ability to work independently and collaboratively within a team.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Valid Ghanaian driver’s licence with at least 2 years of driving experience.

What We Offer

• An opportunity to build a rewarding career with a respected financial services organization.
• A collaborative, supportive, and high-performance work environment.
• Continuous learning, professional development, and career advancement opportunities.
• A competitive remuneration package with performance-based incentives.

Application Deadline

31 July 2026

How to Apply

Apply online by clicking on the Application button.