Job Purpose
Cordros Asset Management Limited seeks a motivated and results-driven Wealth Advisor to join our dynamic sales team. The ideal candidate will have a strong understanding of mutual funds and the ability to build lasting relationships with clients. The wealth advisor will play a crucial role in mobilizing funds into our mutual funds and contributing to the overall growth of our client base.
Responsibilities
Develop and execute sales strategies to grow all assigned Mutual Funds products.
Self-generate sales leads from various engagement initiatives within defined territory.
Leverage digital marketing and fintech solutions to enhance the accessibility of mutual fund products.
Drive retail investor engagement via online platforms, mobile apps, and social media.
Develop strategies for client retention, cross-selling, and upselling investment products.
Monitor digital customer journeys and enhance conversion rates through data-driven insights.
Establish feedback loops to continuously improve customer experience and service delivery.
Drive brand awareness through strategic partnerships, media engagements, and financial education initiatives.
Position the firm as a leading retail asset management provider in the market.
Collaborate with the marketing team to create compelling content, webinars, and outreach programs.
Monitor competitor activities and adjust marketing strategies accordingly.
Generate and submit sales reports as at when due – daily, weekly, monthly, quarterly, bi-annual, annual reports and any other reports required.
Job Requirements
Education
Bachelor’s degree in Finance, Business, Economics, or a related field.
A Second Degree and/or Completion of Relevant Professional Certification will be an added advantage
Work Experience
Minimum of 2-3 years of experience in retail banking, asset management, or financial services, with a strong track record in mutual fund sales.
Key Knowledge and Skills
Knowledge
Strong knowledge of mutual fund distribution and financial advisory.
Experience in digital wealth management and technology-driven sales strategies.
Strong stakeholder management skills, including experience working with regulators.
Proven track record in achieving aggressive AUM growth targets.
Skills
The incumbent must demonstrate the following skills:
Strong leadership, communication, and stakeholder management skills.
Proficiency in investment products, financial markets, and wealth management solutions.
Data-driven mindset with expertise in sales forecasting, performance tracking, and CRM tools.
Behavioral Attributes
Integrity and Professionalism
Resilient and Adaptable
Innovative mindset
Customer-centric
Accountable
Personable
Working Relationships
Internal
Chief Investment Officer (CIO)
Portfolio Managers
Research Analysts
Risk Management Team
Compliance & Operations Teams
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