Wealth Adviser in a Financial Services Company

Job Title: Wealth Adviser

Location: Victoria Island, Lagos
Employment Type: Full-time

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

• Maintain accurate client records, pipeline activities, and investor communications using CRM tools.
• Build and grow a personal AUM portfolio through client acquisition, referrals, and networking
• Acquire and manage relationships with high-net-worth and mass affluent investors
• Ensure full compliance with KYC requirements and regulatory standards
• Present investment products and provide tailored financial solutions based on client needs

Requirements

• Strong understanding of Nigerian capital markets, fixed income products, and SEC regulations
• 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
• Excellent communication, relationship management, and business development skills.
• 3-5 years experience in wealth management, private banking, investment advisory, or financial services