Cititrust Financial Services (CFS) Group Plc
Investment Advisor Job at Cititrust Financial Services (CFS) Group Plc. Please make sure you read through the job requirements before applying for this position.
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, and investment 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 recommendations to prospective clients on the products and services available.
- Educate clients on different investment types, assess the level of aggressive required while making investment decisions as it relates to purchasing 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 an 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
Method of Application
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.