Wealth Adviser (Hybrid)
an Asset Management / Wealth Management Company - DOAH Enterprise (Recruiting Company)
Summary
- We are recruiting on behalf of a client for a Wealth Adviser who will be responsible for acquiring new investors, managing client relationships and grow a personal AUM (Assets Under Management) portfolio.
Key Responsibitlies
- Acquire and manage relationships with high-net-worth and mass-affluent investors.
- Build and grow a personal AUM book through proactive prospecting, networking, referrals and relationship management.
- Present and explain investment products, including risks, tenors, returns and applicable regulatory protections.
- Conduct investor suitability assessments and ensure recommendations align with clients' financial objectives and risk appetite.
- Prepare investment proposals, subscription documentation and client reports.
- Ensure proper KYC documentation and compliance requirements are met before investments are activated.
- Maintain proactive communication with investors, including maturity notices, reinvestment opportunities and relevant market updates.
- Manage the sales pipeline and accurately record client interactions and transactions on the CRM.
- 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 certification is an advantage.
- 2+ years relevant experience in wealth management, private banking, investment advisory or a client-facing financial services role in Nigeria.
- Proven track record of building and managing investor/client relationships and achieving commercial targets.
- Strong understanding of Nigerian capital markets, fixed income products and the SEC regulatory framework.
- High level of integrity and commitment to acting in the client's best interest.
- Proficiency in Microsoft Office and familiarity with CRM tools.
Salary
N500,000 - N700,000 monthly Net.
Application Closing Date
30th September, 2026.
How to Apply
Interested and qualified candidates should:
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Vacancy posted 1 day ago
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