Client Advisor Assistant

We are recruiting to fill the position below:

Job Title: Client Advisor Assistant / Relationship Manager (Wealth Management)

Location: Lagos
Job type: Full-time
Grade: Analyst

Job Summary

• Cultural fit is critical, and it is vital that the candidate shares and upholds our values and beliefs. An existing understanding of asset management, wealth management banking, financial products and basic accounting is essential.
• We are seeking a highly organised, detail-oriented and proactive Analyst to join our Wealth Management division as Client Advisor Assistant.
• This role is designed to support the relationship managers in the detailed execution of client-related activities and to provide full operational and transactional backing across relationship management functions.
• The objective of this role is to enable the Client Advisor to focus their time on business development, winning new mandates, converting prospects and deepening strategic client relationships.
• This is a demanding, fast-paced role requiring exceptional attention to detail, discretion and the ability to manage multiple priorities simultaneously.

Required Qualifications and Skills

• Strong numerical and analytical capability.
• 1 – 4 years’ experience in wealth management, private banking, asset management, family office or financial services.
• Proactive, dependable and solutions-focused
• Highly responsive and service-oriented mindset.
• BSc Degree in Finance, Economics, Accounting, Business or related field.
• Mature, reliable and professional.
• Strong organisational and time management skills, ability to manage multiple tasks simultaneously
• High proficiency in Excel, including financial modelling and data analysis.
• Experience preparing client presentations, investment statements, transaction processing.
• Highly adaptable, able to deal with ambiguity and change
• Exceptional written and verbal, English language communication skills.
• Target-driven and results-oriented, able to deliver on time, under pressure
• Diligent, with excellent attention to detail and high accuracy in reporting.
• Strong presentation and proposal development skills
• Proficient in MS Powerpoint & Word.
• High integrity and able to handle confidential matters with absolute discretion
• CFA, CFP®, CISI or equivalent designation preferred.
• Strong understanding of financial products and multi-asset class portfolios.
• Proficient in MacOS Keynote, Numbers and Pages.
• Exceptional interpersonal and communication skills
• Able to work in a fast-paced team with minimal supervision

Key Responsibilities of this role include but are not limited to
Client Support & Relationship Backing:

• Attend client meetings where required and document follow-up actions.
• Serve as secondary point of contact for operational client matters.
• Support the relationship managers in managing day-to-day client interactions and service requirements.
• Prepare meeting materials, client presentations and portfolio reports.
• Track and manage client requests to ensure timely and accurate execution.
• Assist in maintaining detailed client records and documentation.

Portfolio Reporting & Analysis:

• Coordinate with custodians and platform providers to obtain required data.
• Ensure accuracy and consistency of all client-facing reporting materials.
• Support performance tracking, asset allocation analysis and risk monitoring.
• Assist in preparing investment research summaries and commentary for clients.

Execution & Operational Coordination:

• Monitor transaction processing and follow through to settlement confirmation.
• Liaise with Operations, Compliance, Investment Advisory and external providers to ensure seamless execution.
• Support client onboarding processes including documentation and compliance requirements.
• Assist with preparation of subscription documents and capital call notices where applicable.
• Maintain organised records of mandates, agreements and correspondence.

Business Development Support:

• Maintain pipeline tracking and follow-up schedules.
• Provide analytical support during new client conversion processes.
• Support the Client Advisor in preparing pitch materials for prospective clients.
• Prepare financial illustrations and proposal documentation.
• Assist in researching prospects and preparing briefing notes.

Administrative & Process Improvement:

• Maintain structured filing systems (digital and physical).
• Contribute to continuous improvement of client experience processes.
• Identify opportunities to improve reporting efficiency and client servicing workflows.
• Support preparation of internal performance dashboards.