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  • Posted: Feb 22, 2021
    Deadline: Mar 13, 2021
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    CardinalStone is a full service investment banking firm operating out of Lagos Nigeria. The firm began operations in June 2008 and is currently registered by the Nigerian Securities & Exchange Commission to operate as an Issuing House, Fund Manager and Broker/Dealer. CardinalStone Securities Limited is the licensed Stockbroking subsidiary of CardinalSton...
    Read more about this company


    Relationship Officer - Investment Sales Adviser

    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
    • NYSC Completed
    • 3 - 6 years of relavant expereince in Asset Management or Private Banking.
    • Strong expereince onboarding and managing HNI and Mass Affulent clients 
    • Excellent communication and relationshio management skills
    • Relevant certifications relating to the job will be an added advantage e.g. CIS, CFA, Certified wealth management professional, etc

    Method of Application

    Interested and qualified? Go to Cardinal Stone on to apply
  • Apply Now
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