About this role
Wealth Adviser
About the Role
We are recruiting on behalf of a client for a Wealth Adviser to acquire new investors, manage client relationships, and grow a personal Assets Under Management (AUM) portfolio.
Responsibilities
- Acquire and manage relationships with high-net-worth and mass-affluent investors.
- Build and grow a personal AUM portfolio through prospecting, networking, referrals, and relationship management.
- Present and explain investment products, including risks, returns, tenors, and regulatory protections.
- Conduct investor suitability assessments and provide recommendations aligned with clients' financial goals and risk profiles.
- Prepare investment proposals, subscription documents, and client reports.
- Ensure KYC and compliance requirements are completed before investments are activated.
- Maintain regular communication with investors on maturities, reinvestment opportunities, and market updates.
- Manage sales pipeline activities and maintain accurate CRM records.
- Meet and exceed individual AUM targets.
Requirements
- Bachelor's Degree in Finance, Economics, Business Administration, or a related field.
- CFA, CISI, or other relevant professional certifications are an advantage.
- Minimum of 2 years' experience in wealth management, private banking, investment advisory, or a client-facing financial services role.
- Proven track record of building client relationships and achieving commercial targets.
- Strong knowledge of Nigerian capital markets, fixed-income products, and SEC regulations.
- High level of integrity and professionalism.
- Proficiency in Microsoft Office and CRM tools.