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Wealth Adviser
Jobnetworkng (on behalf of client)
Hybrid
Abuja Hybrid Posted Aug 28, 2026
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.
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