UnoCasa is a full service Human Resources Consultancy business with focus on Talent Acquisition, Learning & Development and Consultancy services. Our raison d’etre is the notion that your people are your advantage and proffer people-centric solutions to ensure your team accomplish your business goals.
We are not your run of the mill HR Company, we believe in team diversity and teamwork; we believe that the workplace should have an ambience that inspires productivity of the team; and the application of technologies to enhance efficiency. We know that every business is unique and tailor HR solutions to your organisation’s needs. Our clients are in various sectors not limited to engineering, education, health oil & gas, government, media, finance, retail, lifestyle, consultancy firms and services.
We are recruiting to fill the position below:
Job Position: Private Wealth Manager
Job Location: Abuja (FCT)
Job Summary
- The Private Wealth Manager will manage and grow a portfolio of High-Net-Worth Individuals (HNWIs) and institutional clients by delivering tailored investment solutions, driving Assets Under Management (AUM) growth, and building long-term client relationships.
Key Responsibilities
- Build and maintain strong relationships with HNWI and institutional clients
- Provide tailored investment advice across multiple asset classes
- Identify and onboard new clients to drive AUM growth
- Monitor portfolio performance and provide regular client updates
- Coordinate with internal teams to execute client mandates
- Ensure compliance with regulatory requirements (KYC, AML, etc.)
- Stay updated on market trends and provide strategic insights
Performance Metrics
- Growth in Assets Under Management (AUM)
- Client acquisition and retention
- Revenue generation
- Compliance adherence
Key Requirements
- Bachelor’s degree in Finance, Economics, Business, or related field
- 5–10 years of experience in wealth or asset management
- Proven experience managing HNWI or institutional portfolios
- Relevant certifications (CFA, CIS, SEC license) are an advantage
- Deep knowledge of financial markets and investment products
- Business development and sales acumen
Core Competencies:
- Strong relationship management and communication skills
- Deep knowledge of financial markets and investment products
- Business development and sales skills
- High level of professionalism and ethical standards.
