Connect with us

Job

Just In- Apply for Trust Advisor at Cordros Capital Limited

Published

on

cordors

Cordros Capital Limited is recruiting to fill the position of: Trust Advisor. The position is located in Lagos State. Interested candidates should possess an Undergraduate degree in Law, Business Management, Finance or Social Sciences with a minimum of 4 years work experience.

TRENDING NOW

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.
  • 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
  • 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.

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 foundation in essential planning concepts (estates & trusts, insurance, stock options, taxes, cash flow planning).
  • Familiarity with wealth management products and services.
  • Willingness to be in a support role and handle administrative tasks.
  • Sound judgment and reasoning abilities.

Application Closing Date
Not Specified.

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

Kindly subscribe to get the next update,
Just enter your email address below and click SUBSCRIBE

Delivered by SearchNGR



Click to comment

Leave a Reply

Your email address will not be published. Required fields are marked *

Trending Now

Trending