Private Wealth Advisor

ROLE DESCRIPTION

Job Title

Private Wealth Advisor

Job Cadre

Analyst-Senior Associate

Business Location

Abuja Nigeria

Full/Part Time

Full Time

Reporting Line

Team Lead, Private Wealth Management

Language requirements

English

Required No. of Candidates for the Role

5

Job Purpose
Cordros Asset Management Limited seeks highly motivated and experienced Private 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

Physical Requirements        

                              None    Moderate    Extensive
Lifting Required       X           
Computer use                          X