
Wealth Advisor - Retail
ROLE DESCRIPTION
Job Title |
Wealth Advisor - Retail |
Business Location |
Lagos, Nigeria |
Full/Part Time |
Full Time |
Reporting Line |
Head, Retail Sales |
Language requirements |
English |
Required No. of Candidates for the Role |
1 |
Job Purpose
Cordros Asset Management Limited seeks a motivated and results-driven Wealth Advisor to join our dynamic sales team. The ideal candidate will have a strong understanding of mutual funds and the ability to build lasting relationships with clients. The wealth advisor will play a crucial role in mobilizing funds into our mutual funds and contributing to the overall growth of our client base.
Responsibilities
- Develop and execute sales strategies to grow all assigned Mutual Funds products.
- Self-generate sales leads from various engagement initiatives within defined territory.
- Leverage digital marketing and fintech solutions to enhance the accessibility of mutual fund products.
- Drive retail investor engagement via online platforms, mobile apps, and social media.
- Develop strategies for client retention, cross-selling, and upselling investment products.
- Monitor digital customer journeys and enhance conversion rates through data-driven insights.
- Establish feedback loops to continuously improve customer experience and service delivery.
- Drive brand awareness through strategic partnerships, media engagements, and financial education initiatives.
- Position the firm as a leading retail asset management provider in the market.
- Collaborate with the marketing team to create compelling content, webinars, and outreach programs.
- Monitor competitor activities and adjust marketing strategies accordingly.
- Generate and submit sales reports as at when due – daily, weekly, monthly, quarterly, bi-annual, annual reports and any other reports required.
Job Requirements
Education
- Bachelor's degree in Finance, Business, Economics, or a related field.
- A Second Degree and/or Completion of Relevant Professional Certification will be an added advantage
Work Experience
- Minimum of 2-3 years of experience in retail banking, asset management, or financial services, with a strong track record in mutual fund sales.
Key Knowledge and Skills
Knowledge
- Strong knowledge of mutual fund distribution and financial advisory.
- Experience in digital wealth management and technology-driven sales strategies.
- Strong stakeholder management skills, including experience working with regulators.
- Proven track record in achieving aggressive AUM growth targets.
Skills
The incumbent must demonstrate the following skills:
- Strong leadership, communication, and stakeholder management skills.
- Proficiency in investment products, financial markets, and wealth management solutions.
- Data-driven mindset with expertise in sales forecasting, performance tracking, and CRM tools.
Behavioral Attributes
- Integrity and Professionalism
- Resilient and Adaptable
- Innovative mindset
- Customer-centric
- Accountable
- Personable
Working Relationships
Internal
- Chief Investment Officer (CIO)
- Portfolio Managers
- Research Analysts
- Risk Management Team
- Compliance & Operations Teams
External
Clients
Work Cycle
Hours/Days the incumbent is required to work
• Monday – Friday (8:00 am – 5:00 pm)
Physical Requirements
None Moderate Extensive
Lifting Required X
Computer use X
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