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.
• 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.
• 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.

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 MS word, Excel, Presentation
• Aptitude in decision-making and negotiation skill
• Demonstrable interpersonal and relationship management skills at high level
• Environmental / Industry analysis
• 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

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:

• Ability to influence and encourage the work force
• Proactive and Enthusiastic
• Diplomatic
• Drive results
• Cultivate Innovation

How to Apply
Interested and qualified candidates should send their CV to: [email protected] with the "Job title" as the subject of the email

Application Deadline 18th February, 2021.