Cordros Asset Management Limited is seeking a highly motivated and experienced Wealth Advisor to join their team. The successful candidate will be responsible for managing a portfolio of high-net-worth clients, developing new relationships, and providing comprehensive wealth management solutions.
Responsibilities:
- Establish portfolios of high net-worth clients (NGN100million+ in liquid assets)
- Develop and maintain relationships with existing and prospective clients
- Provide comprehensive wealth management solutions, including investment management, financial planning, and estate planning
- Identify and capitalize on new business development opportunities
- Collaborate with internal stakeholders to deliver a holistic wealth management experience
- Stay up-to-date with market trends, economic developments, and regulatory changes
Requirements:
- Bachelor's degree in a relevant field (e.g., finance, economics, business administration)
- Professional certifications (e.g., CFA, CFP) are an added advantage
- Minimum of 2 years' experience in wealth management, investment banking, or a related field. For non-banking professionals, minimum of three years’ experience in Asset Management sales, Wealth Management, Marketing, or Business consultancy.
- Strong knowledge of investment products, financial markets, and wealth management principles
- Excellent communication, interpersonal, and relationship-building skills
- Ability to work in a fast-paced environment and prioritize multiple tasks
The role offers:
- Opportunity to manage portfolios of high-net-worth clients.
- Chance to develop new business and provide comprehensive wealth management solutions.
- A flexible working schedule with remote work options.