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  • Posted: Mar 11, 2025
    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...
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    Private Wealth Advisor

    Job Purpose

    • Cordros Asset Management Limited seeks highly motivated and experienced Wealth Advisor to join our team at Cordros Wealth.
    • The successful candidate will be responsible for managing a portfolio of high-net-worth clients, developing new relationships, and providing comprehensive wealth management solutions.

    Responsibilities   

    • Establish portfolios of high net-worth clients (NGN100million+ in liquid assets)
    • Develop and maintain relationships with existing and prospective clients
    • Provide comprehensive wealth management solutions, including investment management, financial planning, and estate planning
    • Identify and capitalize on new business development opportunities
    • Collaborate with internal stakeholders to deliver a holistic wealth management experience
    • Stay up-to-date with market trends, economic developments, and regulatory changes.

    Job Requirements
    Education:

    • Bachelor's Degree in a relevant field (e.g, Finance, Economics, Business Administration)
    • Professional certifications (e.g., CFA, CFP) are an added advantage.

    Work Experience:

    • Minimum of 2 years' experience in wealth management, investment banking, or a related field
    • For non-banking professionals, minimum of three years’ experience in Asset Management sales, Wealth Management, Marketing, or Business consultancy.
    • Strong knowledge of investment products, financial markets, and wealth management principles
    • Excellent communication, interpersonal, and relationship-building skills
    • Ability to work in a fast-paced environment and prioritize multiple tasks.

    Key Knowledge and Skills:
    Knowledge:
    The incumbent must have proficiency knowledge in the following areas:

    • Strategic Thinking
    • Comprehensive knowledge of domestic and international banking products/services and procedures, treasury structures, equity markets, mutual funds, fiduciary services and other personal investment services.

    Skills:
    The incumbent must demonstrate the following skills:

    • Ability to formulate and manage a successful prospecting leads program in order to meet and exceed quarterly and annual targets.

    Behavioral Attributes:

    • Exceptional ability to confidently discuss financial matters with a diverse base of potential/existing clients. 
    • Proven ability to acquire new business. 
    • An innovative and productive approach to business development. 
    • Articulate and well-organized with a highly developed sense of priorities. 
    • Persuasive and credible among clients and colleagues. 
    • Adaptable, flexible, and able to thrive on challenges whilst handling a multitude of tasks and responsibilities. 
    • Self-motivated with drive, energy, and initiative. 
    • Integrity, honesty, and total commitment to the requirement to maintain client confidentiality. 
    • Demonstrable interest in local and international finance, economics, and politics 
    • A team player, who is willing and able to assist the team in meeting and exceeding its objectives. 

     Working Relationships:

    • Internal
    • All Colleagues in Cordros
    • 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.

    go to method of application ยป

    Team Lead, Fund Operations

    Job Purpose

    • We are seeking to hire a Team Lead for Mutual Funds Operations.
    • This role oversees the end-to-end operational processes of mutual fund transactions, ensuring efficiency, accuracy, and compliance with regulatory requirements.
    • It involves managing trade processing, reconciliations, reporting, and client service functions while leading a team to ensure seamless fund administration and operational excellence.

    Responsibilities   

    • Oversee daily subscriptions, redemptions, and transfers of mutual fund units, ensuring timely execution
    • Ensure appropriate postings of all daily transactions before the system update for timely end of day system update.
    • Ensure Bank Reconciliations are sent out weekly
    • Preparation and Submission of Monthly and Quarterly Regulatory Reports to SEC
    • Payments of Dividends for the mutual funds as at when due
    • Perform daily, monthly, and periodic functions relating to fund accounting and record-keeping,
    • Ensuring all customer postings and investment booking are done timely
    • Weekly GL review of accounts to ensure appropriateness and report of the review
    • Ensure accurate portfolio valuations by reconciling fund assets with custodian and investment records.
    • Lead automation initiatives to enhance the efficiency of mutual fund transaction processing
    • Prepare Audit Schedules and lead the Mutual fund audit for all funds
    • Other Tasks as assigned.

    Job Requirements
    Education 

    • A Bachelor’s Degree in Finance, Economics, Accounting, Business Administration, or a related field.
    • A second degree (MBA/MSc) and/or completion of relevant professional certifications (CFA) will be an added advantage.

    Work Experience:

    • Minimum of 5 years work experience in operations in capital market.

    Key Knowledge and Skills   
    Knowledge:

    The incumbent must have proficiency knowledge in the following areas:

    • Very good use of Microsoft Excel
    • The use of Accounting Software
    • Stockbroking/Asset management core application (e.g. SYMPLUS, infoware etc.).

    Skills:
    The incumbent must demonstrate the following skills:

    • Good Communication (feedback) skills.
    • Problem solving skills.
    • Analytical skills
    • People management skills.
    • Good relationship with banks, custodians, and registrars.

    Behavioral Attributes:

    • Patience
    • Consistency
    • Courtesy
    • Collaboration and teamwork.

    Working Relationships
    Internal:

    • All other departments of the Cordros Group

    External:

    • Auditors, Banks & Financial Institutions.

    Method of Application

    Use the link(s) below to apply on company website.

     

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