CardinalStone is seeking resourceful, analytical, and driven Graduate Trainees who are passionate about thriving in the financial services sector. This program is ideal for individuals eager to develop expertise in investment management, wealth management, and client-facing sales roles. Are you smart, open to learning, and enthusiastic about investment advisory? If so, and you’re looking to join a team of results-oriented professionals in Lagos or Abuja, this opportunity is perfect for you!
Key Responsibilities
- Advise clients on investment portfolios and provide personalized strategies to achieve their financial goals while contributing to the firm’s portfolio management objectives.
- Promote the company’s products by offering alternative investments and driving customer acquisition to boost assets under management (AUM).
- Build and maintain long-term client relationships, facilitating repeat business through CardinalStone’s end-to-end financial services.
- Actively seek new business opportunities through new-to-firm and existing client relationships, contributing to wealth management growth.
- Stay updated on market trends and stock movements, offering data-driven recommendations for alternative business strategies in the dynamic financial market.
Requirements/Eligibility Criteria
- 0–2 years of experience in a client-facing/sales role, preferably in the investment advisory or financial analysisfield.
- Bachelor’s Degree with a minimum of Second-Class Honors (Upper Division).
- A Master’s degree is an added advantage.
- Must have completed NYSC.
- Must not be older than 26 at the time of your next birthday.
Location
- Lagos and Abuja
Benefits
Participants in the CardinalStone Graduate Trainee Program will gain hands-on experience in wealth management, portfolio management, and sales roles in the financial sector. The program offers exposure to high-impact projects, structured training, and the opportunity to develop expertise in financial analysis and investment advisory.
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