Wealth Adviser
a Financial Services Company - TeamAce Limited
Job Summary
- As the Wealth Adviser, you will be responsible for acquiring and managing investor relationships, growing Assets Under Management (AUM),and delivering tailored investment solutions while ensuring exceptional client experience and regulatory compliance.
Responsibilities
- Acquire and manage relationships with high-net-worth and mass affluent investors
- Build and grow a personal AUM portfolio through client acquisition, referrals, and networking
- Present investment products and provide tailored financial solutions based on client needs
- Ensure full compliance with KYC requirements and regulatory standards
- Maintain accurate client records, pipeline activities, and investor communications using CRM tools.
Requirements
- Bachelor’s Degree in Finance, Economics, Business Administration, or a related field
- Professional certifications such as CFA, CISI, CIPM, or equivalent are an added advantage
- 3-5 years experience in wealth management, private banking, investment advisory, or financial services
- Strong understanding of Nigerian capital markets, fixed income products, and SEC regulations
- Excellent communication, relationship management, and business development skills.
Salary
N900,000 - N1,500,000 monthly.
Application Closing Date
29th July, 2026.
How to Apply
Interested and qualified candidates should:
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Vacancy posted 9 hours ago
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