CardinalStone is a full-service investment banking firm operating out of Lagos Nigeria. The firm began operations in June 2008 and is currently registered by the Nigerian Securities & Exchange Commission to operate as an Issuing House, Fund Manager, and Broker/Dealer.

CardinalStone Securities Limited is the licensed Stockbroking subsidiary of CardinalStone Partners The Firm’s activities are carried out across five business units – Asset Management, Investment Banking, Principal Investments, Securities Trading, and the Business Support Group.

  • Job Position: Relationship Officer – Investment Sales Adviser
  • Job Location: Lagos, Nigeria.

Job Description:

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

Job 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 the 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 leads in identifying and securing new growth opportunities.
  • Manage other activities as directed by team leads and Management

Job Requirement

  • First degree in any field
  • NYSC Completed
  • 3 – 6 years of relevant experience in Asset Management or Private Banking.
  • Strong experience onboarding and managing HNI and Mass Affluent clients
  • Excellent communication and relationship management skills
  • Relevant certifications relating to the job will be an added advantage e.g. CIS, CFA, Certified wealth management professional, etc

Closing Date:
13th March 2021

How to Apply

Interested and qualified candidates should:
Click here to apply online

Tagged as: Customer Service