Relationship Officer - Investment Sales Adviser at CardinalStone Partners

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