job details

Investment Sales (HNI & Mass Affluent) - Lagos

  •  Posted:  Wed. 30 Jun, 2021
  •  Expires:  31, Dec 2021
Job Type

Job Summary

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

Job Description

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

Job Experience

First degree in any field

NYSC Completed

3 - 6 years of relavant expereince in an Asset Management firm 

Strong expereince onboarding and managing HNI and Mass Affulent clients 

Excellent communication and relationshio management skills

Relevant certifications relating to the job will be an added advantage e.g. CIS, CFA, Certified wealth management professional, etc


  • Assessment
  • 1st Level Interview
  • Partner Stage Interview




company details


CardinalStone is Nigeria’s leading independent multi-asset investment management firm.

[email protected]

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