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Trust Advisor at Cordros Capital Limited

Mar 2, 2021, 5:41 AM

Cordros Capital Limited is a leading financial services group in African markets with a reputation for wealth creation. We are licensed as Brokers/Dealers and Issuing House by the Securities & Exchange Commission and the Nigerian Stock Exchange. Cordros offers a broad range of services to a diversified client base which includes private clients, small businesses, financial institutions, corporations and governments.

We are recruiting to fill the position below:

 

 

Job Title: Trust Advisor

Location: Lagos
Reporting To: MD, Cordros Trustees
Job Type: Permanent

Role Description

  • This is a front-line advisory position with a strong sales component. The Senior Trust Advisor will collaborate with relationship managers, investment advisors, and financial planners to administer both Corporate and private trust accounts.

Core Duties and Responsibilities

  • Establish and maintain fiduciary relationships with potential and existing clients.
  • Cultivate new clients, ensuring more effective identification of and development of potentially high-value relationships.
  • Reviewing and interpreting governing documents and the required actions and oversight needed to appropriately balance the interests of beneficiaries and protect the account
  • Apply knowledge of fiduciary and estate planning strategies to benefit clients and prospects and communicate effectively and tactfully with clients, prospects and their advisors about such strategies and planning documents.
  • Manages accounts in accordance with the terms of the governing documents and in a manner acceptable to both the client and the beneficiaries.
  • Providing expert advice to clients on state and federal laws governing trusts, foundations, estates & investments

Education

  • Undergraduate degree in Law, Business Management, Finance or Social Sciences.
  • A Second Degree and/or Completion of Trust Advisory Certification or related certification will be an added advantage.
  • Work Experience: Minimum of  four years relevant work experience.

Required Knowledge, Skills and Abilities:

  • Familiarity with Nigeria’s tax and estate planning laws with respect to trust investment management.
  • Demonstrate dynamic analytical and technical abilities, impeccable communication skills and strong attention to detail.
  • Familiarity with wealth management products and services.
  • Willingness to be in a support role and handle administrative tasks.
  • Sound judgment and reasoning abilities.
  • Familiarity with foundation in essential planning concepts (estates & trusts, insurance, stock options, taxes, cash flow planning).

 

 

How to Apply
Interested and qualified candidates should:
Click here to apply


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Business and Finance 
Trust Advisor Cordros Capital Limited Lagos State