Private Wealth Advisor

ROLE DESCRIPTION

Job Purpose
Cordros Asset Management Limited seeks highly motivated and experienced Private Wealth Advisor to join our team at Cordros Wealth. 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

Job Requirements

Education

• Bachelor's degree in a relevant field (e.g., finance, economics, business administration)
• Professional certifications (e.g., CFA, CFP) are an added advantage

Work Experience

• 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

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.

Behavioral Attributes

• Exceptional ability to confidently discuss financial matters with a diverse base of potential/existing clients.
• Proven ability to acquire new business.
• An innovative and productive approach to business development.
• Articulate and well-organized with a highly developed sense of priorities.
• Persuasive and credible among clients and colleagues.
• Adaptable, flexible, and able to thrive on challenges whilst handling a multitude of tasks and responsibilities.
• Self-motivated with drive, energy, and initiative.
• Integrity, honesty, and total commitment to the requirement to maintain client confidentiality.
• Demonstrable interest in local and international finance, economics, and politics
• A team player, who is willing and able to assist the team in meeting and exceeding its objectives.

Working Relationships

Internal

All Colleagues in Cordros

External

Clients

Work Cycle

Hours/Days the incumbent is required to work

• Monday – Friday (8:00 am – 5:00 pm)
• Flexible working schedule is also available i.e remote work

Physical Requirements

None Moderate Extensive
Lifting Required X
Computer use X