Wealth Advisor
ACCA Careers
Remote
Job Grade: Analyst-Senior Associate
Business Location: Lagos - 1. Abuja - 1
Full/Part Time: Full Time
Reporting Line: TL, Cordros Wealth
Language requirements: English
Required No. Candidates for the Role: 1 for each location
Job Purpose
We are seeking a highly motivated and experienced 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
Education
- 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
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
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.
- 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
All colleagues in Cordros
External
Clients.
Work Cycle
Hours/Days the incumbent is required to work
- Monday – Friday (8am – 5pm) Flexible working schedule is also available i.e remote work