Job Summary
As the Wealth Adviser, your primary responsibilities will involve cultivating and nurturing investor relationships, expanding Assets Under Management (AUM), and providing customized investment strategies while maintaining high standards of client service and adhering to regulatory requirements.
Responsibilities include managing day-to-day operations to ensure efficiency and adherence to policies, overseeing a team of professionals to achieve organizational goals, and coordinating cross-functional projects to meet deadlines. The role involves developing and implementing strategies to enhance productivity, maintaining compliance with regulatory standards, and analyzing performance metrics to drive continuous improvement. Additionally, the position requires fostering a collaborative work environment, resolving conflicts, and providing mentorship to team members. Regular reporting to senior leadership and stakeholders is essential to align projects with broader business objectives.
Forge and oversee strategic partnerships with high-net-worth and mass affluent investors to expand and maintain a robust client portfolio.
Develop and expand a personal asset under management (AUM) portfolio by acquiring new clients, leveraging referrals, and cultivating strategic professional relationships.
Deliver investment products alongside personalized financial recommendations, meticulously crafted to align with each client’s unique requirements.
Ensure complete adherence to Know Your Customer (KYC) requirements and applicable regulatory standards at all times.
Ensure precise management of client records, pipeline activities, and investor communications through CRM tools.
Requirements
A four-year degree in Finance, Economics, Business Administration, or a comparable discipline is required.
Professional qualifications including CFA, CSI, CPM, or their equivalents are highly beneficial.
With a minimum of three to five years of hands-on experience in wealth management, private banking, investment advisory, or financial services, you bring a strong foundation in financial solutions and client relationship management.
Proficient knowledge of Nigerian capital markets, fixed income instruments, and regulatory frameworks established by the Securities and Exchange Commission (SEC) is required.
Proven ability to communicate effectively, cultivate strong relationships, and drive business growth through strategic development initiatives.
To initiate the application process, please follow the specified method outlined below.
To initiate your application, please utilize the provided link(s), which direct you to the company’s official website for submission.
Qualifications
BA/BSc/HND , Professional Certificate
Experience Required
3 - 5 years
