Wealth Management Advisor
The Elite Wanderer
Accounting, Auditing & Finance
- Minimum Qualification :
- Experience Level : Senior level
- Experience Length : 5 years
Job Description/Requirements
Job Post: Wealth Manager (Hybrid)
Are you a financial expert with a passion for building lasting legacies?
Spurbuddy Holdings is seeking dedicated Wealth Managers to join our team. In this hybrid role, you will be the driving force behind the investment growth of our two key subsidiaries, Earlybrite and The
Elite Wanderer .
This is a unique opportunity to help families secure their financial future, whether through the foundation of our children’s investment trust, The Brite Fund, or by managing multi-generational wealth with The Legacy Vault.
We are looking for a professional who is not just a financial advisor, but a true partner in our clients' financial journeys. The role requires a strong understanding of diverse investment strategies, excellent client-facing skills, and a commitment to our core mission of creating financial stability for every generation.
If you are a resident of Lagos or Abuja and are ready to take on a role that offers significant impact and growth, we encourage you to apply.
Job Description
Position: Wealth Manager Advisor (WeMA)
Company: Spurbuddy Holdings
Location: Hybrid (Lagos & Abuja residents only)
Reports to: Head of Investment & Strategy
Summary:
The Wealth Manager will be responsible for overseeing the performance and client relationship management for all investment packages within Spurbuddy Holdings' subsidiaries. This includes managing The Brite Fund , a fixed investment trust for children offered by Earlybrite, and The Legacy Vault , a family investment product offered by The Elite Wanderer. The ideal candidate will be a results-oriented professional with a strong background in wealth management and a passion for providing exceptional client service.
Key Responsibilities:
- Investment Oversight: Actively manage and monitor the performance of The Brite Fund and The Legacy Vault to ensure alignment with stated investment objectives and client goals.
- Client Relationship Management: Serve as the primary point of contact for clients, providing regular updates, addressing inquiries, and building long-term, trust-based relationships.
- Strategic Planning: Develop and implement customized wealth management strategies for both individual families and corporate partners, ensuring a clear and transparent investment process.
- Market Analysis: Stay informed on market trends, economic indicators, and regulatory changes to adjust investment strategies and advise clients effectively proactively.
- Reporting & Communication: Prepare detailed performance reports and client presentations. Communicate complex financial information in an easy-to-understand manner.
- Sales & Business Development: Work collaboratively with the business development teams of Earlybrite and The Elite Wanderer to identify new opportunities and support the acquisition of new clients.
Required Qualifications:
A bachelor's degree in Finance, Economics, or a related field. A Master's degree or professional certification (e.g., CFA, CFP) is a significant advantage.
Minimum of 5 years of experience in wealth management, investment banking, or a similar role, with a proven track record of managing client portfolios.
- Deep understanding of different asset classes and investment vehicles. Exceptional communication and interpersonal skills, with the ability to build rapport with diverse clients.
Strong analytical and problem-solving abilities.
Ability to work independently and as part of a team in a fast-paced environment.
Work Environment:
This is a hybrid role, requiring the selected candidate to be a resident of either Lagos or Abuja. You will be expected to work from home, with mandatory in-person meetings at designated offices as required for team collaboration, client meetings, and strategic planning sessions.
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