Job Title: Junior Financial Advisor
Company: Petra
Location: Accra, Greater Accra
Employment Type: Full-Time
Application Deadline: 27 March 2026

Company Profile

Petra is a dynamic financial services company committed to helping clients achieve their financial goals through innovative products and personalized advisory services. With a focus on professionalism, customer-centered solutions, and continuous growth, Petra provides a collaborative and supportive environment for its employees to develop their skills and build rewarding careers.

Position Summary

Petra is seeking a motivated and client-focused Junior Financial Advisor to deliver professional financial advisory services, drive customer engagement, and support revenue growth. The successful candidate will work closely with clients to understand their financial needs, recommend suitable solutions, and maintain long-term relationships.

Key Responsibilities

• Conduct financial needs analysis to design and implement customized financial plans aligned with clients’ goals.

• Achieve sales and advisory targets through effective planning, organization, and time management.

• Proactively build and maintain a customer base by presenting Petra’s innovative products and providing professional advisory services.

• Prepare and submit daily and weekly reports on activities and performance.

• Identify opportunities for revenue growth and recommend suitable strategies.

• Guide clients through the decision-making process, demonstrating strong product knowledge and customer-centered service.

• Regularly review clients’ portfolios to assess the need for plan adjustments due to life changes, economic conditions, or financial performance.

• Conduct competitor analysis to inform strategies and improve service offerings.

• Perform other duties relevant to the role as assigned.

Qualifications

• First Degree in Business Administration, Accounting, Marketing, Economics, or a related field.

• Minimum 2 years post-national service experience in sales, preferably in the retail space.

Must-Have Skills

• Self-confident, self-motivated, and proactive.

• Strong selling, persuasion, and presentation skills.

• Ability to build and nurture client relationships.

• Excellent verbal and written communication skills.

• Analytical, organized, and effective at planning and time management.

• Team player with strong interpersonal skills.

• Proficiency in Microsoft Excel, Word, and PowerPoint.

• Valid driver’s license with at least 2 years of driving experience in Ghana.

How to Apply

Interested applicants should submit their CV.