Investment Advisor, Wealth Management

We are recruiting to fill the position below:

Job Title: Investment Advisor, Wealth Management

Location: Lagos
Job type: Full-time
Grade: Associate Partner

Job Summary

• We are looking for a dynamic and entrepreneurial senior Investment Advisor to join our Wealth Management division.
• This is both a strategic and hands-on role, suited for an investment leader who can operate in a lean environment and is excited about building a firm from the ground up.
• Cultural fit is key to the role, and it is vital that the candidate shares and upholds our values and beliefs. An existing knowledge of asset management, wealth management banking, structured finance and basic accounting is critical.
• The role is fast-paced and demanding.
• This is a rare opportunity to shape the investment philosophy, service offering, and market positioning of a young multi-family office with global ambitions.

Key Responsibilities of this role include but are not limited to
Investment Strategy & Advisory:

• Develop and oversee the firm’s investment philosophy, asset allocation, and portfolio construction frameworks.
• Advise clients on investment opportunities across asset classes (public markets, private equity, alternatives, real assets, fixed income, and cash management).
• Monitor global markets, identify opportunities, and make timely recommendations aligned with client objectives.
• Provide all reporting on client portfolios, consolidating their investments into a single simple to understand report.
• Provide required support to the firm’s existing products and strategies, and identify new organisations and strategies to acquire as value adds.
• Leading investment strategy and portfolio construction.
• Prepare and provide all research reports on behalf of the firm, including the daily newsletter and periodic research reports.
• Build and develop the firm’s investment platform, securing relationships with external platform providers and working with the Client Advisors.
• Oversee all investment strategies, ensuring an optimal portfolio of offerings, periodic product diligence, and continuous performance tracking
• Build and oversee robust risk management processes.

Relationship & Business Development:

• Building relationships with global service providers and investment managers.
• Build and nurture partnerships with global and local investment managers, banks, custodians, and other service providers.

Acting as a trusted advisor to clients:

• Support new client acquisition by leveraging personal networks, credibility, and industry visibility.
• Play a leading role in expanding the firm’s reach across London, Lagos, Chicago, Abuja, and Dubai.
• Communicate our value proposition to internal and external stakeholders, existing clients, and new prospects.
• Collaborate with the Investment Bank, Business Development, Marketing, Operations, Technology, and Compliance to ensure successful delivery of the firm’s full proposition to clients.
• Grow the firm’s Assets Under Management (AUM) through the provision of an exceptional client experience.
• Playing a critical role in business development and winning new client relationships.
• Represent the Firm in client and prospect meetings, articulating the firm’s value proposition.
• Collaborate with Client Advisors to define a clear value proposition.

Firm Leadership & Growth:

• Establish investment governance frameworks, policies, and procedures.Raising the profile of the firm through thought leadership and networking.
• Work to refine the firm’s service offering and deliver operational excellence.
• Contribute to building the Firm’s brand and reputation in global markets.
• Mentor and develop junior talent as the firm grows.
• Market the OBSIDIAN Wealth Management proposition through external media positioning and speaking opportunities.

Required Qualifications and Skills

• Experience supporting Client Advisors to build and grow “books of business”
• Trusted advisor with strong presence
• Strong investment research and analysis skills
• Must be mature and reliable.
• Excellent communication and presentation skills. Able to synthesise and present complex information simply
• Extensive experience working with investment teams, asset managers, platform managers, investment strategists and consultants
• Entrepreneurial mindset, with ability to thrive in a lean and fast-growing environment.
• Proactive, with good decision-making capacity
• Track record of advising UHNW clients and supporting business development.
• Strong organisational skills to manage on demand requests, projects and daily dutiesResult oriented, able to deliver on time, under pressure.
• Thorough knowledge of financial industry and financial products
• Highly proficient in the preparation of investment research reports
• Able to handle confidential matterswith absolute discretion
• Minimum 10+ years’ experience in investment management, ideally within a family office, private bank, fund company, asset manager, or institutional allocator.
• Experience building or scaling an investment platform, while making decisions around a number of strategies, platform positioning for advisors/clients, and pricing
• MBA, CFA, CIMA, or CFP® designation or equivalent qualification strongly preferred.
• Proficient in MS Powerpoint, Excel & Word
• Strong global network of investment managers, banks, and service providers
• Proven ability to design and manage multi-jurisdictional, multi-asset class portfolios
• BSc Degree in Finance, Economics, or related field.
• Highly adaptable, able to deal with ambiguity and change
• Solid numeric ability
• Diligent, with excellent attention to detail
• Proficient in creating and delivering client presentations
• Experience overseeing first-time and ongoing due diligence for new and existing investment strategies
• Able to work in a fast-paced, team with minimal supervision.
• Proficient in MacOS Keynote, Numbers and Pages
• Communication experience across large and small groups via all mediums, including live presentations and televised interviews
• Excellent ability to speak and write English language