wealth advisor

Company DescriptionAn Asset Management Firm in Lagos State.Job DescriptionChampion the growth of SCM Capital’s Asset Under Management (AUM).Meet income targets and other Key Performance Indicators.Effectively profile prospects/clients, analyze their needs and goals, and proffer solutions.Build and maintain value-adding business relationships and lead in...

Ensure follow-through on identified business generation strategies to achieve steady conversion of prospects to clients.Develop new sales/marketing strategies to attract new.Facilitate cluster presentations and develop apposite marketing pitch(es)Facilitate conversion of prospects both from cluster presentations and otherwise.Manage and develop a good...

Ensure follow-through on identified business generation strategies to achieve steady conversion of prospects to clients.Develop new sales/marketing strategies to attract new.Facilitate cluster presentations and develop apposite marketing pitch(es)Facilitate conversion of prospects both from cluster presentations and otherwise.Manage and develop a good...

Company DescriptionWe at Global Profilers (a global recruitment firm) have a juicy opportunity for an investment Advisor for our client who owns a leading financial service company, engaged in the operation that provide services in Wealth Management, Funds Management, Investment Advisory and  Financial Planning. If you are a passionate developing new...

Role Description This is a full-time, on-site Financial Advisor role based in Lagos State, Nigeria. The Financial Advisor will provide tailored financial guidance to individual and corporate clients, including assessing financial goals, analyzing current financial positions, and recommending suitable products and strategies. Daily responsibilities include...

Company Description Leadway is one of Nigeria’s largest non-banking financial services providers, recognized for customer-centric service, operational excellence, and strong business performance. As a holding company, Leadway operates across multiple financial services specialties, including life and non-life insurance, pension fund administration, health...

Client Relationship Management: • Build and maintain strong relationships with high-net-worth clients. • Provide personalized financial advice and solutions tailored to client needs. • Conduct regular portfolio reviews and performance assessments. Business  Development: • Identify new business opportunities and cross-sell financial products and...

Market and sell appropriate investment products, financial and wealth management services/products to clientsPrepare and deliver presentations/seminars to clients and prospects for business development purposesComply with all industry rules and regulationWorks closely with families, individual and businesses to provide customized recommendation to help them...

Company Description Leadway is one of Nigeria’s largest non-banking financial services providers, known for customer-centric solutions, operational excellence, and strong business performance. As a diversified holding company, Leadway operates across insurance (life and non-life), pension fund administration, health management, asset management, and wills...

Company Description Leadway is one of Nigeria’s largest non-banking financial services providers, recognized for its customer-centric approach, operational excellence, and strong business performance. As a diversified holding company, Leadway operates across life and non-life insurance, pension fund administration, health management, asset management, and...

Description About the Role We are looking for a target-driven Deposit Mobilization Officer to join our growing team. In this role, you will be responsible for sourcing and mobilizing a minimum of ₦50 million in deposits monthly, working closely with high-net-worth individuals (HNIs), corporates, and institutional clients.You will play a key part in...

Company DescriptionTrading Partner Ltd. is an international trading company that connects businesses and facilitates trade deals between companies from different countries worldwide. Using our vast wealth of experience, resources, and connections, we've built a robust infrastructure for the implementation of integrated supplies, including the provision of...

Our clients Microsoft Business Solutions team is a Microsoft Gold Partner and leader in Microsoft software implementations for medium to large organisations, providing their clients with the ability to keep up with the ever-changing digital world by implementing Microsofts Enterprise Resource Planning (ERP) and Customer Engagement (CE) software from the...

Job SummaryAre you passionate about helping individuals achieve their financial goals? We're seeking an empathetic and results-driven Personal Banking Officer to serve as the primary point of contact for our individual clients. You'll be instrumental in building lasting relationships, understanding diverse financial needs, and providing...

Our client’s Microsoft Business Solutions team is a Microsoft Gold Partner and leader in Microsoft software implementations for medium to large organisations, providing their clients with the ability to keep up with the ever-changing digital world by implementing Microsoft’s Enterprise Resource Planning (ERP) and Customer Engagement (CE) software from...

Our client’s Microsoft Business Solutions team is a Microsoft Gold Partner and leader in Microsoft software implementations for medium to large organisations, providing their clients with the ability to keep up with the ever-changing digital world by implementing Microsoft’s Enterprise Resource Planning (ERP) and Customer Engagement (CE) software from...

CredPal is a leading financial technology company that offers a comprehensive range of financial solutions, including credit cards and investment opportunities, to empower individuals. Our mission is to revolutionize access to credit and investment, enabling individuals to take charge of their financial well-being.Job Title: Head of Investment Job Type:...

Reporting To: Head, Origination and Client Coverage   About Company: Our client is the investment banking arm of a leading and rapidly growing financial services group, headquartered in Lagos, Nigeria, with a strong reputation for delivering innovative advisory and capital market solutions.   The Company is seeking to hire a commercially astute...

Trust Advisor **Job Type:** Permanent Role Overview A well-established organisation operating within Nigeria’s financial sector is seeking an experienced **Trust Advisor** to support the growth and management of its trust and fiduciary services business. The role combines **business development, client advisory and fiduciary account management** , with...

LemFi (Series B) is building the go-to financial app for the Global South.Moving to a new country shouldn’t mean starting from zero. That's why our team of 400+ spanning 20+ countries is building a financial ecosystem that helps immigrants stay connected to home, build stability, and create wealth regardless of where they are from or where they live.What...