Wealth Adviser

A wealth management firm is seeking a results-driven Wealth Adviser to acquire and manage investors, grow client portfolios, and provide suitable investment solutions aligned with clients’ financial goals.

• Acquire and manage high-net-worth and mass-affluent investors.
• Build and grow a personal AUM portfolio through prospecting, networking, referrals, and relationship management.
• Present investment products, including risks, returns, tenors, and regulatory protections.
• Conduct investor suitability assessments and provide appropriate recommendations.
• Prepare investment proposals, subscription documents, and client reports.
• Ensure KYC and compliance requirements are completed.
• Maintain regular communication with investors regarding maturities, reinvestment opportunities, and market updates.

• Bachelor’s Degree in Finance, Economics, Business Administration, or a related field.
• Minimum 2 years’ experience in wealth management, private banking, investment advisory, or client-facing financial services.
• Proven record of building client relationships and achieving commercial targets.
• Strong knowledge of Nigerian capital markets, fixed-income products, and SEC regulations.
• High integrity and professionalism.
• Proficiency in Microsoft Office and CRM tools.
• CFA, CISI, or relevant professional certification is an advantage.

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