Cordros Capital Limited is a leading financial services group in African markets with a reputation for wealth creation. We are licensed as Brokers/Dealers and Issuing House by the Securities & Exchange Commission and the Nigerian Stock Exchange. Cordros offers a broad range of services to a diversified client base which includes private clients, small businesses, financial institutions, corporations and governments.
We are recruiting to fill the position below:
Job Title: Wealth Advisor – Retail
Location: Lagos
Employment Type: Full-time
Reporting Line: Head, Retail Sales
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 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.
- 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.
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.
How to Apply
Interested and qualified candidates should:
Click here to apply
