Senior Client Advisor - Ikoyi - eRecruiter

    eRecruiter
    eRecruiter Ikoyi

    2 days ago

    Description
    Our client is an independent investment banking and corporate advisory firm.

    They are seeking a highly driven, commercially astute and entrepreneurial Senior Client Advisor/Relationship Manager to join our Wealth Management division.

    This role is central to the growth strategy of the firm.

    The successful candidate will be responsible for originating new ultra high net-worth (UHNW) client relationships, growing Assets Under Management (AUM), deepening existing client engagements, and contributing directly to the firm's financial performance targets.

    Key Responsibilities:Business Development & Client Acquisition


    • Originate and onboard new UHNW client relationships through personal networks, referrals, and strategic outreach
    • Identify and pursue new opportunities across Abuja, Lagos, London, Chicago, and Dubai
    • Develop and execute a structured business development plan aligned with firm growth objectives
    • Present the Firm's value proposition to prospects and intermediaries
    • Convert prospects into long-term advisory relationships
    • Retain client Assets Under Management (AUM)
    • Drive measurable growth in AUM by achieving defined revenue and AUM growth targets
    Client Relationship Management


    • Serve as primary relationship manager for assigned clients
    • Develop deep understanding of client financial objectives, risk appetite, and long term goals.
    • Coordinate with the Investment Advisory team to deliver tailored portfolio solutions.
    • Ensure exceptional client experience through proactive communication and responsiveness.
    • Manage onboarding processes, documentation, and ongoing service requirements.
    • Retain and grow existing client relationships through cross-selling and strategic engagementRevenue & Performance Management.
    • Achieve agreed AUM growth and revenue targets.
    • Monitor profitability of client relationships.
    • Identify opportunities to increase wallet share within existing relationships.
    • Support pricing discussions and fee negotiations in alignment with firm policy.
    • Contribute to the firm's overall financial performance objectives.
    Brand Representation & Market Positioning


    • Represent the Firm at industry events, networking functions, and private forums.
    • Build relationships with professional intermediaries (lawyers, accountants, trustees, corporate advisors).
    • Strengthen the firm's market visibility within UHNW and family office circles.
    • Contribute to thought leadership and strategic positioning initiatives.
    • Mentor and develop junior talent as the firm grows.



    Required Qualifications:



    • BSc Degree in Finance, Economics, Business or related field.
    • MBA, CFA, CISI, or CFP designation or equivalent qualification strongly preferred.
    • Minimum 10+ years' experience in private banking, wealth management, family office, or asset management.
    • Proficient in MacOS Keynote, Numbers and Pages.
    • Proficient in MS Power point, Excel & Word.
    • Demonstrated track record of bringing in new client assets.
    • Solid numeric ability.
    • Strong presentation and proposal development skills.
    • Portable book of UHNW/HNW client relationships preferred.
    • Strong understanding of multi-asset investment solutions and financial products.
    • Proven ability to grow revenue and meet performance targets.
    • Experience managing complex, multi jurisdictional client relationships.
    • Strong network of UHNW clients and prospects.
    • Skilled in identifying client needs and structuring tailored investment solutions.
    • Highly trusted advisor with strong emotional intelligence.
    • Ability to manage complex client situations with discretion and maturity.
    • Solid understanding of asset allocation, portfolio construction, and financial products
    • Ability to collaborate effectively with investment teams and product specialists
    • Highly entrepreneurial and commercially motivated.
    • Target-driven and results-oriented, able to deliver on time, under pressure.
    • Highly adaptable, able to deal with ambiguity and change.
  • Work in company

    Client Advisor

    Only for registered members

    We are seeking a highly driven, commercially astute and entrepreneurial senior Relationship Manager to join our Wealth Management division. This role is central to the growth strategy of the firm. The successful candidate will be responsible for originating new ultra high net-wor ...

    Lagos

    1 week ago

  • Work in company

    Senior Client Advisor

    Only for registered members

    Our client is an independent investment banking and corporate advisory firm. They are seeking a highly driven, commercially astute and entrepreneurial Senior Client Advisor/Relationship Manager to join our Wealth Management division. This role is central to the growth strategy of ...

    Ikoyi

    1 week ago

  • Work in company

    Client Advisor Assistant

    Only for registered members

    Our client is a reputable and fast-growing independent investment and wealth management firm. They provide tailored portfolio management, investment advisory, and strategic wealth solutions to high-net-worth individuals, families, and institutional clients. With a strong focus on ...

    Lagos

    1 week ago

  • Work in company

    Senior Client Advisor

    Only for registered members

    Job Title: · Client Advisor / Relationship Manager, Wealth Management · Grade: · Associate Partner · Company Description · Obsidian Capital is a Principal Investment firm established in 2014 with the mission of transforming African lives by creating companies that deliver long-t ...

    Lagos

    1 week ago

  • Work in company

    Client Advisor Assistant

    Only for registered members

    Job Title: · Client Advisor Assistant / Business Support Assistant, Wealth Management · Grade: · Analyst · Company Description · Obsidian Capital, established in 2014, is a Principal Investment firm focused on transforming lives in Africa by creating sustainable long-term impact ...

    Lagos, Lagos State

    1 week ago

  • Work in company

    Senior Client Advisor

    Only for registered members

    O · Senior Client Advisor · Obsidian Capital · Consulting & Strategy · Today · New · Lagos Full Time Banking, Finance & Insurance Confidential · Share link · Share on WhatsApp Share on LinkedIn Share on Facebook Share on Twitter · Share via SMS · Experience Level: Executive level ...

    Lagos

    1 week ago

  • Work in company

    Client Advisor Assistant

    eRecruiter

    Our client is a reputable and fast-growing independent investment and wealth management firm. They provide tailored portfolio management, investment advisory, and strategic wealth solutions to high-net-worth individuals, families, and institutional clients. With a strong focus on ...

    Lagos

    2 days ago

  • Work in company

    Client Advisor Assistant

    Only for registered members

    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 opera ...

    Lagos

    1 week ago

  • Work in company

    Client Advisor Assistant

    Only for registered members

    Job Title: · Client Advisor Assistant / Business Support Assistant, Wealth Management · Grade: · Analyst · Company Description · Obsidian Capital, established in 2014, is a Principal Investment firm focused on transforming lives in Africa by creating sustainable long-term impact ...

    Lagos

    1 week ago

  • Work in company

    Client Advisor Assistant

    Only for registered members

    Job summary · We are seeking a highly organised, detail-oriented and proactive Client Advisor Assistant/Business Support Assistant, Wealth Management to join our Wealth Management division as Client Advisor Assistant. This role is designed to support the relationship managers in ...

    Lagos

    1 week ago

  • Work in company

    Senior Client Advisor

    Only for registered members

    Job Title: · Client Advisor / Relationship Manager, Wealth Management · Grade: · Associate Partner · Job Description: · We are seeking a highly driven, commercially astute and entrepreneurial senior · Relationship Manager to join our Wealth Management division. This role is centr ...

    Lagos

    1 week ago

  • Work in company

    Client Advisor Assistant

    Only for registered members

    Job Title: · Client Advisor Assistant / Business Support Assistant, Wealth Management · Grade: · Analyst · Company Description · Obsidian Capital, established in 2014, is a Principal Investment firm focused on transforming lives in Africa by creating sustainable long-term impact ...

    Lagos

    1 week ago

  • Our client is an independent investment banking and corporate advisory firm. They are looking to hire a dynamic and entrepreneurial Senior Investment Advisor to join their Wealth Management division. The ideal candidate must have an existing knowledge of asset management, wealth ...

    Ikoyi

    2 days ago

  • Work in company

    Senior Investment Advisor, Wealth Management

    Only for registered members

    Our client is an independent investment banking and corporate advisory firm. They are looking to hire a dynamic and entrepreneurial Senior Investment Advisor to join their Wealth Management division. The ideal candidate must have an existing knowledge of asset management, wealth ...

    Ikoyi

    1 week ago

  • Work in company

    Deposit Mobilization Officer

    Only for registered members

    We are looking for a target-driven Deposit Mobilization Officer to join our growing team. · We will play a key part in expanding our deposit base through client acquisition, relationship management, and strategic deposit initiatives. · This role is ideal for someone with a strong ...

    Ikoyi ₦1,500,000 - ₦4,500,000 (NGN) per year Full time

    1 week ago

  • Work in company

    Deposit Mobilization Officer

    Only for registered members

    · About the Role · We are looking for a target-driven Deposit Mobilization Officer to join our growing team. In this role, you will be responsible for sourcing and mobilizing a minimum of ₦50 million in deposits monthly, working closely with high-net-worth individuals (HNIs), c ...

    Ikoyi, Lagos, Nigeria ₦1,500,000 - ₦4,500,000 (NGN) per year

    2 days ago

  • Work in company

    Senior Manager, Culture and Change Management

    Only for registered members

    · Company Description · Deloitte is the largest private professional services network in the world. Every day, approximately 460,000 professionals in more than 150 countries demonstrate their commitment to making an impact that matters. Our West Africa practice serves multinatio ...

    Victoria Island, Lagos, Nigeria

    4 days ago

  • Work in company

    Senior Manager, Learning Transformation

    Only for registered members

    · Company Description · Deloitte is the largest private professional services network in the world. Every day, approximately 460,000 professionals in more than 150 countries demonstrate their commitment to making an impact that matters. Our West Africa practice serves multinatio ...

    Victoria Island, Lagos, Nigeria

    1 week ago

  • Work in company

    Insurance Finanacial Expert

    Only for registered members

    This is a full-time role for an Insurance Financial Advisor | Sales located in Lagos State Nigeria. · ...

    Lagos

    1 month ago

  • Work in company

    Financial Advisors

    Only for registered members

    Company Description · Christopher Ejike Group Ltd is a private holding and consulting firm committed to providing expert services and solutions to a diverse range of clients. With a focus on professionalism and integrity, Christopher Ejike Group Ltd supports businesses and indivi ...

    Lagos ₦6,000,000 - ₦16,000,000 (NGN) per year

    1 day ago

Jobs
>
Ikoyi