Associate Wealth Advisor

About the Hiring Company

Le Finesse Ltd is a premier investment management firm specializing in sophisticated global strategies for institutions, family offices, and ultra-high-net-worth individuals. With a disciplined, research-driven approach, we manage over N5 billion in assets, delivering customized solutions and exceptional service. Our culture values intellectual rigor, precision, and thoughtful innovation, qualities we extend to how we communicate our brand and connect with our discerning clientele in a digital-first world.

ROLE SUMMARY

The Associate Wealth Advisor is a pivotal client-facing role designed for a dynamic professional who combines strong technical financial knowledge with exceptional relationship skills. You will serve as the primary support and future successor to a Senior Wealth Advisor, managing a designated portfolio of 25-35 high-net-worth client relationships. Your mandate is to deepen client trust, comprehensively understand their unique financial and personal aspirations, and orchestrate the firm's resources to deliver an exceptional, holistic wealth management experience. Success is measured by client retention, asset growth, referral generation, and the flawless execution of complex advisory mandates.

DUTIES & RESPONSIBILITIES

· Serve as the day-to-day lead point of contact for an assigned portfolio of clients, ensuring proactive, high-touch communication and service excellence.

· Conduct in-depth client discovery meetings to uncover and document full financial pictures: goals, risk tolerance, liquidity needs, tax situations, family dynamics, business interests, and legacy intentions.

· In collaboration with the Senior Advisor, create, present, and maintain comprehensive, customized financial plans. These will integrate: Investment Policy Statement (IPS) & asset allocation, Nigerian-centric estate planning (wills, trusts, guardianship). Business succession planning for family-owned enterprises. Tax efficiency strategies within Nigerian CITA, PPTA, and state tax frameworks. Education, philanthropy, and lifestyle capital planning.

· Coordinate and manage auxiliary services for clients, including liaison with external lawyers (for trust creation), tax consultants, real estate advisors, and private bankers.

· Prepare and lead quarterly portfolio review presentations, linking portfolio performance directly to client goals and the agreed IPS.

· Analyze and present recommendations for portfolio adjustments, new investment opportunities (including Le Finesse's proprietary funds, third-party funds, direct equities, fixed income, and alternatives), and rebalancing activities.

· Maintain expert knowledge of the firm's investment offerings, local capital market products (NGX, FGN Bonds, Commercial Papers), and international investment vehicles accessible to Nigerians.

· Work closely with the Operations team to ensure accurate and timely implementation of all client-directed investment transactions and instructions.

· Proactively build relationships with the adult children and heirs of clients to ensure intergenerational continuity.

· Represent Le Finesse at industry events, seminars, and high-net-worth forums to enhance the firm's brand and your professional profile.

· Ensure all client interactions and recommendations strictly adhere to SEC Nigeria rules on suitability, Know Your Client (KYC), and Anti-Money Laundering (AML) regulations.

· Maintain impeccable and audit-ready client files, including signed agreements, risk profiles, meeting notes, and suitability justifications.

· Proactively identify and mitigate risks related to client concentration, liquidity, and reputation.

CANDIDATE PROFILE

EDUCATIONAL QUALIFICATION

Bachelor's degree in Finance, Economics, Business Administration, Law, or a related field. An MBA or Master's degree from a reputable institution is a strong advantage.

Certifications: ICAN/ACCA qualification. Progress toward CFA charter is a significant advantage.

QUALIFICATION AND EXPERIENCE

. 4+ years experience in banking, relationship management, private banking, Wealth Management, Investment Advisory etc.

. Working knowledge of SEC Nigeria regulations for fund managers and financial advisors, CBN FX policies affecting HNWIs, and Nigerian tax laws.

. Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro), Bloomberg, Excel (advanced modeling), and PowerPoint.

. Demonstrated experience structuring solutions involving offshore assets, foreign currency diversification, and estate planning instruments for Nigerian clients.

KEY SOFT SKILLS AND ATTRIBUTES

. Unquestionable ethics and ability to handle highly confidential family and financial matters with utmost sensitivity.

. Ability to command respect and build trust with senior business owners.

. Exceptional listening skills and clarity in communication.

. Anticipates client needs and offers solutions before being asked. Thinks like a business owner in managing their client portfolio.

. Maintains professionalism and poise when dealing with complex family dynamics or market volatility.

. Works seamlessly with internal teams (research, operations, tax specialists) to deliver a unified client experience.

Competition and Benefit

Le Finesse Ltd is committed to attracting and developing top talent. We offer a competitive package that reflects the value of this role.

NOTE: The job location is Abuja, Nigeria, and it is NOT a remote work position.

How to Apply

Interested and qualified candidate should send their CV and cover letter to

Use the job title "
Associate Wealth Advisor
" as the subject of your email.