Wealth Advisors at Cordros Capital

Job Purpose

• Cordros Asset Management Limited needs someone who will work to improve the organization’s market position in the South-South region, improve brand visibility and acceptance, build key customer relationships, negotiate and close business deals, and work with internal/external partners to increase growth and maximize revenue for the region. 

Responsibilities

• Drive AUM growth and profitability by leveraging existing relationships and building new ones.
• Consistently demonstrating a clear understanding of client issues, and deploying innovative solutions to meet identified challenges.
• Responsible for strategic account acquisition and management of relationships with HNI’s that have sufficient reach to provide business development results for the business.
• Promote Cordros products and services offered to the Retail, HNI & UHNI market.
• Conduct comprehensive reviews to analyze financial data and provide recommendations for modifications based on client’s risk tolerance, goals, objectives and individual preferences.
• Identify and solicit new clients within the target market.
• Implement strategies for acquiring new clients within the target market.
• Participate in promotional activities to drive brand visibility and acceptance.
• Represent the company in strategic events and partnerships that positions it competitively and enhances its corporate profile/value.

Job Requirements
Education:

• At least a relevant Bachelor’s Degree preferably in Business Administration or similar or other relevant tertiary qualifications.
• A Second Degree and/or Completion of Relevant Professional Certification will be an added advantage

Experience:

•  Minimum of  3 years working experience in relationship management, investment management and business development experience.

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.

Working Relationships:
Internal:

• Staff within the business/group

External:

• Clients

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

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

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Job Purpose

• Cordros Asset Management Limited needs someone who will work to improve the organization’s market position in the South-South region, improve brand visibility and acceptance, build key customer relationships, negotiate and close business deals, and work with internal/external partners to increase growth and maximize revenue for the region. 

Responsibilities

• Drive AUM growth and profitability by leveraging existing relationships and building new ones.
• Consistently demonstrating a clear understanding of client issues, and deploying innovative solutions to meet identified challenges.
• Responsible for strategic account acquisition and management of relationships with HNI’s that have sufficient reach to provide business development results for the business.
• Promote Cordros products and services offered to the Retail, HNI & UHNI market.
• Conduct comprehensive reviews to analyze financial data and provide recommendations for modifications based on client’s risk tolerance, goals, objectives and individual preferences.
• Identify and solicit new clients within the target market.
• Implement strategies for acquiring new clients within the target market.
• Participate in promotional activities to drive brand visibility and acceptance.
• Represent the company in strategic events and partnerships that positions it competitively and enhances its corporate profile/value.

Job Requirements
Education:

• At least a relevant Bachelor’s Degree preferably in Business Administration or similar or other relevant tertiary qualifications.
• A Second Degree and/or Completion of Relevant Professional Certification will be an added advantage

Experience:

•  Minimum of  3 years working experience in relationship management, investment management and business development experience.

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.

Working Relationships:
Internal:

• Staff within the business/group

External:

• Clients

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

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