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Wealth Advisor - Retail

Lagos, Nigeria

 

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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