Investment Advisory Associate needed at Cardinal Stone

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Job title : Investment Advisory Associate

Job Location : Lagos

Deadline : June 07, 2024

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Job Summary

  • To provide exceptional service to CardinalStone’s MA/HNI customers whilst growing the asset base to meet and exceed set expectations

Job Details

Responsibilities

  • 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 

Requirements

Education    

  • First degree in any field (minimum of second class upper degree)

Experience    

  • NYSC Completed
  • 5-10years of Cognate experience

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

  • Accounting / Financial Services  jobs
  • Investment Advisory Associate jobs

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