Wealth Advisor - Retail at Cordros Capital

Job Purpose

• We seek a motivated and results-driven Wealth Advisor to join our dynamic sales team.
• The ideal candidate will have a strong understanding of mutual funds and the ability to build lasting relationships with clients.
• The wealth advisor will play a crucial role in mobilizing funds into our mutual funds and contributing to the overall growth of our client base.

Responsibilities

• Develop and execute sales strategies to grow all assigned Mutual Funds products.
• Self-generate sales leads from various engagement initiatives within defined territory.
• Leverage digital marketing and fintech solutions to enhance the accessibility of mutual fund products.
• Drive retail investor engagement via online platforms, mobile apps, and social media.
• Develop strategies for client retention, cross-selling, and upselling investment products.
• Monitor digital customer journeys and enhance conversion rates through data-driven insights.
• Establish feedback loops to continuously improve customer experience and service delivery.
• Drive brand awareness through strategic partnerships, media engagements, and financial education initiatives.
• Position the firm as a leading retail asset management provider in the market.
• Collaborate with the marketing team to create compelling content, webinars, and outreach programs.
• Monitor competitor activities and adjust marketing strategies accordingly.
• Generate and submit sales reports as at when due – daily, weekly, monthly, quarterly, bi-annual, annual reports and any other reports required.

Job Requirements
Education:

• Bachelor's Degree in Finance, Business, Economics, or a related field. 
• A Second Degree and/or Completion of Relevant Professional Certification will be an added advantage.

Work Experience:

• Minimum of 2-3 years of experience in retail banking, asset management, or financial services, with a strong track record in mutual fund sales.

Key Knowledge and Skills:
Knowledge:

• Strong knowledge of mutual fund distribution and financial advisory.
• Experience in digital wealth management and technology-driven sales strategies.
• Strong stakeholder management skills, including experience working with regulators.
• Proven track record in achieving aggressive AUM growth targets.

Skills:
The incumbent must demonstrate the following skills:

• Strong leadership, communication, and stakeholder management skills.
• Proficiency in investment products, financial markets, and wealth management solutions.
• Data-driven mindset with expertise in sales forecasting, performance tracking, and CRM tools.

Behavioral Attributes:

• Integrity and Professionalism
• Resilient and Adaptable
• Innovative mindset
• Customer-centric
• Accountable
• Personable.

Working Relationships:
Internal

• Chief Investment Officer (CIO)
• Portfolio Managers
• Research Analysts
• Risk Management Team
• Compliance & Operations Teams.

External:

• Clients.

Work Cycle
Hours/Days the incumbent is required to work:

• Monday – Friday (8:00 am – 5:00 pm)
• Flexible working schedule is also available i.e remote work.