Senior Wealth Advisor

A financial services firm in Abuja is seeking a Senior Wealth Advisor to grow client relationships, drive investment product sales and expand its wealth management business.

• Develop and grow relationships with prospective and existing clients in the Abuja market.
• Identify and convert opportunities for investment and wealth management products.
• Promote relevant investment solutions, including Mutual Funds, Fixed Deposits, Equity Funds, Dollar Funds and other approved products.
• Build and maintain a strong pipeline of prospective clients.
• Follow up consistently on opportunities through to conversion.
• Provide clients with information and guidance on available investment solutions in line with approved processes and regulatory requirements.
• Build relationships with HNIs, corporate clients, professionals, institutions and other target segments.
• Monitor client portfolios and maintain regular engagement to support retention and additional investments.

• Bachelor’s Degree in Finance, Economics, Accounting, Business Administration, Marketing or a related discipline.
• 5–7 years’ relevant experience in wealth management, asset management, investment management, financial advisory, banking, securities or financial services.
• Demonstrable experience in sales, business development or relationship management, preferably within financial services.
• Strong understanding of investment products and the Nigerian financial services market.
• Existing relationships or networks within Abuja and Northern Nigeria, particularly among HNIs, corporate clients and professionals, are an advantage.
• Strong communication, presentation, negotiation and relationship management skills.

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