Senior Wealth Advisor

Senior Wealth Advisor

Job Summary

As the Senior Wealth Advisor, you will develop and manage relationships with individuals, HNIs, corporate clients, and prospective investors while identifying and converting suitable investment and wealth management opportunities based on their financial objectives.

Responsibilities

• Develop and grow relationships with prospective and existing clients, particularly HNIs, corporate clients, professionals, institutions, and other target investor segments within the Abuja market.
• Identify, develop, and convert business opportunities for the company’s investment and wealth management products, building and maintaining a strong pipeline of prospective clients through consistent follow-up.
• Promote and sell approved investment solutions, including Mutual Funds, Fixed Deposits, Equity Funds, Dollar Funds, and other relevant investment products.
• Provide clients with accurate information and guidance on suitable investment solutions based on their financial needs and objectives, while adhering to approved processes and regulatory requirements.
• Monitor client portfolios and maintain regular engagement to drive client retention, additional investments, and long-term relationship growth.
• Build a strong presence within the Abuja/Northern Nigeria market by leveraging relevant HNI, corporate, professional, and institutional networks to generate new business and expand the client base.

Requirements

• Bachelor’s Degree in Finance, Economics, Accounting, Business Administration, Marketing, or a related discipline.
• 5–7 years of relevant experience in wealth management, asset management, investment management, financial advisory, banking, securities, or related financial services.
• Demonstrable experience in sales, business development, or relationship management, preferably within the financial services or asset management industry.
• Strong understanding of investment products and the Nigerian financial services market, with the ability to effectively communicate investment solutions to clients.
• Existing relationships or networks with HNIs, corporate clients, professionals, and investors in Abuja/Northern Nigeria will be a strong advantage.