Wealth Advisor (PH)

 

ROLE DESCRIPTION

Job Title: Wealth Advisor

Job Grade: Associate

Business Location: Port Harcourt, Nigeria

Full/Part Time: Full Time

Reporting Line: Head, South South

Language requirements: English

Required No. Candidates for the Role: 1

 

Job Purpose

Cordros Asset Management Limited needs someone who will work to improve the organization’s market position in the South-South region, improve brand visibility and acceptance, build key customer relationships, negotiate and close business deals, and work with internal/external partners to increase growth and maximize revenue for the region. 

Responsibilities

• Drive AUM growth and profitability by leveraging existing relationships and building new ones.
• Consistently demonstrating a clear understanding of client issues, and deploying innovative solutions to meet identified challenges.
• Responsible for strategic account acquisition and management of relationships with HNI’s that have sufficient reach to provide business development results for the business.
• Promote Cordros products and services offered to the Retail, HNI & UHNI market.
• Conduct comprehensive reviews to analyze financial data and provide recommendations for modifications based on client’s risk tolerance, goals, objectives and individual preferences.
• Identify and solicit new clients within the target market.
• Implement strategies for acquiring new clients within the target market.
• Participate in promotional activities to drive brand visibility and acceptance.
• Represent the company in strategic events and partnerships that positions it competitively and enhances its corporate profile/value.

 Job Requirements

Education:

•    At least a relevant Bachelor’s degree preferably in business administration or similar or other relevant tertiary qualifications.
•   A Second Degree and/or Completion of Relevant Professional Certification will be an added advantage

Experience

•  Minimum of  3 years working experience in relationship management, investment management and business development experience.

Key Knowledge and Skills  

Knowledge

The incumbent must have proficiency knowledge in the following areas:

•  Strategic thinking  

•  Comprehensive knowledge of domestic and international banking products/services and procedures, treasury structures, equity markets, mutual funds, fiduciary services and other personal investment services  

Skills

The incumbent must demonstrate the following skills:

•    Ability to formulate and manage a successful prospecting leads program in order to meet and exceed quarterly and annual targets.

Working Relationships        

Internal

• Staff within the business/group

External

• Clients

Work Cycle: Hours/Days the incumbent is required to work

• Monday – Friday (8am – 5pm)
• A flexible working schedule is also available i.e remote work

Physical Requirements

                          None   Moderate    Extensive

Lifting Required   X

Computer use                    X