Wealth Advisor - Retail

 

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

How to Apply

Interested persons should click here to apply