Investment Sales Advisory - (HNI & Mass Affluent) 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 Description

• 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

Job Requirement

• First degree in any field
• Minimum of 3 years sales expereince in an Asset Management or related firm
• Must have expereince onboarding and managing HNI clients 
• Must have expereience onboarding and managing Mass Affluent Client 
• Excellent communication and relationship management skill