Job Title: Wealth Advisor (Investment)
Location: Lagos, Nigeria
Experience Required: 3 – 5 Years
Remuneration: ₦16,000,000 – ₦20,000,000 Annual Gross
Job Summary:
Our client, a reputable investment and asset management firm, is seeking a highly skilled Wealth Advisor to drive the growth of Assets Under Management (AUM), provide expert financial advice, and build strong client relationships. The ideal candidate must have deep knowledge of financial markets, business development skills, and a strong understanding of asset management products.
Key Responsibilities:
- Champion the growth of Assets Under Management (AUM)
- Meet income targets and key performance indicators (KPIs)
- Effectively profile prospects/clients, analyze their financial needs and goals, and proffer tailored solutions
- Build and maintain strong client relationships, while developing new ones
- Provide financial planning, wealth management, and investment advisory services
- Prepare and implement marketing plans to grow retail and institutional client base
- Coordinate business initiatives and contribute to new product/service development
- Analyze financial information to determine optimal investment strategies
Collaborate effectively with team members to foster a strong team spirit
Key Competencies & Requirements:
- First Degree in any discipline from a reputable higher institution
- Professional certifications (e.g., CIS, CFA) are an added advantage
- Minimum of 4 years’ experience in business development within investment/wealth management
- Proven track record in financial asset and investment management
- Strong sales and business development acumen
- Solid understanding of asset management products (shares, bonds, treasury bills, etc.)
- Registration with the Securities and Exchange Commission (SEC) is a plus
- Excellent communication, presentation, and interpersonal skills
To Apply: Kindly send your CV to [email protected] with the subject line: Wealth Advisor – Lagos
Job Type: Full-time
Pay: ₦900,000.00 - ₦1,000,000.00 per month
Experience:
- Investment Management: 5 years (Required)
License/Certification:
- Securities and Exchange Commission (SEC) (Preferred)
