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  • Posted: Feb 1, 2021
    Deadline: Not specified
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    Cordros Capital Limited is a company committed to growth - the growth of our clients and their assets. We are a leading Financial Services company, licensed as Brokers/Issuing House and Fund/Portfolio Managers by The Nigerian Stock Exchange (NSE) and Securities & Exchange Commission (SEC). We work with a diversified clientele, consisting of private...
    Read more about this company


    Trust Advisor

    Reporting To: MD, Cordros Trustees

    Role Description

    • This is a front-line advisory position with a strong sales component. The Senior Trust Advisor will collaborate with relationship managers, investment advisors, and financial planners to administer both Corporate and private trust accounts.

    Core Duties and Responsibilities

    • Establish and maintain fiduciary relationships with potential and existing clients.
    • Cultivate new clients, ensuring more effective identification of and development of potentially high-value relationships.
    • Manages accounts in accordance with the terms of the governing documents and in a manner acceptable to both the client and the beneficiaries.
    • Providing expert advice to clients on state and federal laws governing trusts, foundations, estates & investments
    • Reviewing and interpreting governing documents and the required actions and oversight needed to appropriately balance the interests of beneficiaries and protect the account
    • Apply knowledge of fiduciary and estate planning strategies to benefit clients and prospects and communicate effectively and tactfully with clients, prospects and their advisors about such strategies and planning documents.


    • Undergraduate degree in Business, Finance or Social Sciences.
    • A Second Degree and/or Completion of Trust Advisory Certification will be an added advantage.

    Work Experience:

    • Minimum of four years work experience.

    Required Knowledge, Skills and Abilities:

    • Familiarity with Nigeria’s tax and estate planning laws with respect to trust investment management.
    • Demonstrate dynamic analytical and technical abilities, impeccable communication skills and strong attention to detail.
    • Familiarity with foundation in essential planning concepts (estates & trusts, insurance, stock options, taxes, cash flow planning).
    • Familiarity with wealth management products and services.
    • Willingness to be in a support role and handle administrative tasks.
    • Sound judgment and reasoning abilities.

    Method of Application

    Interested and qualified? Go to Cordros Capital on to apply
  • Send your application

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Average Salary at Cordros Capital
₦ 179K from 7 employees
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