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 clients, small businesses, financial institutions & corporations and governments. Every relationship is built on a true partnership and underpinned by Cordros’s growth philosophy.
The use of the nautilus shell – with its continuous growth pattern – is a visual symbol of this philosophy. Not only does it reflect the real-life application of the golden ratio* but it is relevant to the safe harbouring of management and finances.
While every nautilus shell is identifiable by its miraculous spiral, each one is different. It is with this in mind that we create solutions that are relevant and add value to the specific needs and goals of each one of our clients.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.
