Investment Advisor at Cititrust Financial Services (CFS) Group Plc

Cititrust Financial Services (CFS) Group Plc is a multi faceted financial services company offering tailored financial services and solutions to individuals and companies. We provide a diversified range of financial services.Our services include Private, Business, Corporate and Mortgage Banking, Assets management, Stock Broking, andnInvestment Banking (Financial Advisory; Debt & Equity Capital Markets and Project & Structured Finance), Bureau De change, Pension Fund Administrator and Insurance Services.

We are recruiting to fill the position below:

Job Title: Investment Advisor

Location: Maryland, Lagos
Employment Type: Full-time

Key Responsibilities

Drive sales by ensuring that prospective clients open accounts in addition to giving information to clients to enable them trade as often as possible.
Write proposals and where necessary, go out for marketing after due consultation with the head of sales and document all outgoing proposals, profiles and other documents.
Serve as a personal wealth creation partner to clients by helping them create a plan to achieve their goals while driving the business to profitability.
Make recommendation to prospective clients on the products and services available.
Educate clients on different investment types, assess the level of aggressive required while making investment decision as it relates to purchase of stocks.
Collect and enter data for various financial spreadsheets, reconcile any discrepancies or errors identified by conversing with employees and/or clients.
Dormant account reactivation by following up with clients to know their specific needs and helping them get back to investing.

Educational Qualification and Functional Skills

A Bachelor’s degree in any of the following discipline (Business Administration, Marketing or Business Management), or management related course
Knowledge of business management principles and how to convert leads to sales.
Communication skills; ability to use business language and mannerism
Must be enlightened and forward thinking individual
Knowledge of MS word, Excel, Presentation
Aptitude in decision-making and negotiation skill
Demonstrable interpersonal and relationship management skills at high level
Environmental / Industry analysis

Work Experience:

Minimum of 2-3 years track record as in sales and operations
Experience using data to illustrate business conclusions
Ideally 2 years prior experience working in the financial sector preferably stock brokerage
Prior experience in relationship management.

Other Requirements: