• Application Deadline: Fri, 7 Jun 2024 00:00:00 GMT
• Position: Investment Advisory Analyst


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 1 - 5 years


• Location Abuja


• Job Field Finance / Accounting / Audit 
  

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


• 1- 5years of Cognate experience

Certification    

• Relevant certifications relating to the job will be an added advantage e.g. CIS, CFA, Certified wealth management professional, etc