Investment Advisory Associate at Cardinal Stone

Job Summary

• To provide exceptional service to CardinalStone’s MA/HNI customers whilst growing the asset base to meet and exceed set expectations

Job Details

Responsibilities

• Sell the firm's products and proffer alternative investments and products within the group in a bid to increase Assets Under Management (AUM), while also driving the customer acquisition objective of the company. 
• Consistently manage and nurture existing client relationships to facilitate repeat business and retention through our end-to-end financial services.
• Grow ‘new-to-firm’ business by actively prospecting through new and existing client relationships
• Keep proper records of call memos, trackers, database, prospect list and activity report
• Aim to achieve and exceed set targets on AUM and brokerage services
• Generate trade orders for equities and fixed income instruments from clients.
• Synthesize equity research and develop transaction-oriented ideas
• Set up and host client meetings as may be agreed with clients
• Cross Sell products/offerings of group to clients/prospects.
• Follow market trends and stock movements and suggest alternative business strategies to address changing market opportunities.
• Develop tactical ideas within set strategies to increase profitability.
• Keep abreast of market conditions.
• Support team lead in identifying and securing new growth opportunities.
• Manage other activities as directed by team leads and Management 

Requirements

Education    

• First degree in any field (minimum of second class upper degree)

Experience    

• NYSC Completed
• 5-10years of Cognate experience