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Wealth Advisor/Senior Wealth Advisor
2 weeks ago
Recruitment: Wealth Advisor (Mid-Level & Senior-Level)
Location: Lagos
Experience Level:
• Mid-Level: 3–5 Years
• Senior-Level: 8–10 Years
About the Role
Our Client, an Asset Management Company is seeking highly skilled Mid-Level and Senior Wealth Advisors to strengthen their client advisory team and drive wealth growth strategies for high-net-worth individuals and institutional clients.
The ideal candidates will combine strong investment knowledge with a client-focused approach to deliver tailored financial solutions. Senior candidates are expected to demonstrate advanced advisory capabilities, leadership, and a strong record of business development.
Key Responsibilities
• Develop and execute personalized wealth management strategies aligned with client goals.
• Manage and grow a portfolio of high-net-worth and institutional clients while ensuring exceptional service delivery.
• Provide comprehensive investment advice, including portfolio construction, asset allocation, and risk assessment.
• Collaborate with the investment and research teams to identify and recommend suitable investment opportunities.
• Drive new business development through targeted client acquisition and relationship management.
• Stay informed on market trends, regulatory changes, and emerging investment opportunities.
• Senior-Level: Lead complex advisory engagements, manage high-value clients, and mentor junior advisors.
Qualifications & Experience
• A degree in Finance, Economics, Business Administration, or a related field.
• Mid-Level: 3–5 years of experience in wealth management, private banking, or investment advisory.
• Senior-Level: 8–10 years of proven experience with a strong record of client acquisition and portfolio growth.
• Strong understanding of financial markets, investment products, and portfolio management strategies
• Excellent relationship management, communication, and presentation skills
Does this describe you? If yes, kindly share your CVs to using the role as the subject of your mail.
