Senior Investment Advisor, Wealth Management - Ikoyi - eRecruiter

    eRecruiter
    eRecruiter Ikoyi

    2 days ago

    Description
    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 management banking, structured finance and basic accounting.

    Key Responsibilities:

    Investment Strategy & Advisory


    • Leading investment strategy and portfolio construction.
    • Develop and oversee the firm's investment philosophy, asset allocation, and portfolio construction frameworks.
    • Oversee all investment strategies, ensuring an optimal portfolio of offerings, periodic product diligence, and continuous performance tracking
    • 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.
    • Build and oversee robust risk management processes.
    • Build and develop the firm's investment platform, securing relationships with external platform providers and working with the Client Advisors.
    • Provide all reporting on client portfolios, consolidating their investments into a single simple to understand report.
    • Prepare and provide all research reports on behalf of the firm, including the daily newsletter and periodic research reports.
    • Provide required support to the firm's existing products and strategies, and identify new organisations and strategies to acquire as value adds.
    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.
    • Represent the Firm in client and prospect meetings, articulating the firm's value proposition.
    • Support new client acquisition by leveraging personal networks, credibility, and industry visibility.
    • Collaborate with Client Advisors to define a clear value proposition.
    • Communicate the company's value proposition to internal and external stakeholders, existing clients, and new prospects.
    • Playing a critical role in business development and winning new client relationships.
    • Grow the firm's Assets Under Management (AUM) through the provision of an exceptional client experience.
    • Collaborate with the Investment Bank, Business Development, Marketing, Operations, Technology, and Compliance to ensure successful delivery of the firm's full proposition to clients.
    • Play a leading role in expanding the firm's reach across London, Lagos, Chicago, Abuja, and Dubai.
    Firm Leadership & Growth


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


    • BSc Degree in Finance, Economics, or related field. MBA, CFA, CIMA, or CFP designation or equivalent qualification strongly preferred.
    • Minimum 10+ years' experience in investment management, ideally within a family office, private bank, fund company, asset manager, or institutional allocator.
    • Proficient in MacOS Keynote, Numbers and Pages.
    • Proficient in MS Powerpoint, Excel & Word
    • Proven ability to design and manage multi-jurisdictional, multi-asset class portfolios.
    • Solid numeric ability
    • Proficient in creating and delivering client presentations
    • Strong investment research and analysis skills
    • Thorough knowledge of financial industry and financial products
    • Highly proficient in the preparation of investment research reports
    • Strong global network of investment managers, banks, and service providers
    • Entrepreneurial mindset, with ability to thrive in a lean and fast-growing environment.
    • Able to handle confidential matters with absolute discretion Track record of advising UHNW clients and supporting business development.
    • Excellent communication and presentation skills.
    • Extensive experience working with investment teams, asset managers, platform managers, investment strategists and consultants
    • Experience building or scaling an investment platform, while making decisions around a number of strategies, platform positioning for advisors/clients, and pricing.
    • Experience supporting Client Advisors to build and grow "books of business"
    • Experience overseeing first-time and ongoing due diligence for new and existing investment strategies
    • Communication experience across large and small groups via all mediums, including live presentations and televised interviews
    • Strong organizational skills to manage on demand requests, projects and daily duties
  • Work in company

    Wealth Manager

    Only for registered members

    Job Title: Wealth Management Associate · Location: Lagos · Employment Type: Full-time · About the Role · We are looking for a results-driven wealth management associate with a strong sales mindset to grow our client base and drive investment inflows. This role is ideal for ambiti ...

    Lagos ₦8,000,000 - ₦30,000,000 (NGN) per year

    1 week ago

  • Work in company

    Wealth Manager

    Only for registered members

    We are seeking a proactive and client-focused Wealth Manager to join our Wealth Management team.The successful candidate will be responsible for building long-term relationships, managing investment portfolios, · and providing strategic financial advice to help clients achieve th ...

    Lagos

    2 weeks ago

  • Work in company

    Wealth Manager

    Only for registered members

    Wealth manager responsible for client acquisition relationship management and selling wealth investment products with a ₦100M monthly inflow target. · * Client acquisition* Relationship management* Selling wealth investment products* 3 -5 years experience in sales banking investm ...

    Lagos

    1 month ago

  • Work in company

    Wealth Manager

    Only for registered members

    This role provides personalized financial planning and investment management services to clients. · Analyzing financial markets · Managing investment portfolios · ...

    Lagos

    1 month ago

  • Work in company

    Wealth Manager

    Only for registered members

    Wealth Manager at Chronos Capital Limited in Lagos, · Nigeria. · We are seeking an experienced Wealth Manager to drive deposit growth and manage key client relationships.The ideal candidate will have strong experience with HNIs and a proven ability to meet high deposit targets. · ...

    Lagos

    3 weeks ago

  • Work in company

    Wealth Manager

    Only for registered members

    ++The Wealth Manager is responsible for supporting the growth of the company's wealth management portfolio through client acquisition, relationship management, and investment advisory support. · +Actively source, prospect, and onboard new high-net-worth and retail clients. · ...

    Lagos

    1 month ago

  • Work in company

    Wealth Manager

    Only for registered members

    Kennedia Consulting Limited (KCL) - We are a team of professionals with the goal of creating solutions and providing professional business and administrative services while creating value for all our shareholders. · We are recruiting to fill the position below: · Job Position: ...

    Lagos ₦8,000,000 - ₦30,000,000 (NGN) per year

    2 days ago

  • Work in company

    Wealth Manager

    Only for registered members

    This is a full-time hybrid role for a Wealth Manager based in Lagos Nigeria with flexibility for partial remote work The Wealth Manager will be responsible for assisting clients in achieving their financial goals through comprehensive financial planning and investment strategies ...

    Lagos, Lagos State

    1 month ago

  • Work in company

    Wealth Manager

    Only for registered members

    We are seeking an experienced Wealth Manager to join our team. The ideal candidate will have a proven track record in managing client portfolios, providing strategic investment advice, and building long-term relationships with clients. · ...

    Lagos

    1 month ago

  • Work in company

    Wealth Manager

    Only for registered members

    Job Title: Wealth Management Associate · Location: Lagos · Employment Type: Full-time · About the Role · We are looking for a results-driven wealth management associate with a strong sales mindset to grow our client base and drive investment inflows. This role is ideal for ambiti ...

    Lagos, Lagos State ₦8,000,000 - ₦30,000,000 (NGN) per year

    6 days ago

  • Work in company

    Wealth Manager

    Only for registered members

    +The Wealth Manager will be responsible for facilitating business growth through the sales of deposit products across retail, high net-worth individuals (HNI), and corporate clients. · ...

    Lagos

    1 month ago

  • Work in company

    Wealth Manager

    Only for registered members

    This is a full-time on-site role for a Wealth Manager located in Lagos. The Wealth Manager will be responsible for providing personalized financial planning and investment management services to clients. · Proven experience in Liability Generation · Proficiency in Financial Plann ...

    Lagos, Lagos State

    1 month ago

  • Work in company

    Wealth Manager

    Only for registered members

    We are seeking a proactive and client-focused Wealth Manager to join our Wealth Management team. · Minimum of HND or B.Sc. in Finance, Economics, Business Administration, or related field. · 3–5 years' proven experience in wealth management, portfolio advisory, or investment bank ...

    Lagos, Lagos State

    2 weeks ago

  • Work in company

    Wealth Manager

    Only for registered members

    +This full-time on-site role for a Wealth Manager based in Lekki will provide clients with financial planning services, managing investment portfolios, advising on insurance options, and creating strategies to meet clients' financial goals. · ++Expertise in Financial Planning, In ...

    Lagos

    2 weeks ago

  • Work in company

    Wealth Manager

    Only for registered members

    The Wealth Manager will be responsible for developing and managing strong client relationships while delivering tailored investment solutions to high-net-worth individuals corporate clients and institutional investors. · Develop and maintain strong long-term relationships with hi ...

    Lagos

    1 month ago

  • Work in company

    Wealth Manager

    Only for registered members

    The Wealth Manager will facilitate business growth through deposit sales across retail clients. · Meet monthly deposit mobilisation targetsFoster beneficial client relationshipsDevelop a strong pipeline of clients ...

    Lagos

    1 month ago

  • Work in company

    Wealth Manager

    Only for registered members

    We are seeking diligent and results-driven Wealth Managers to join our team. · The ideal candidates will be responsible for acquiring and managing high-value clients, · promoting the company's investment products, · and driving deposit and portfolio growth. · The role involves pr ...

    Lagos

    1 month ago

  • Work in company

    Wealth Manager

    Only for registered members

    The Wealth Manager will facilitate business growth through deposit sales across retail clients. · Meet monthly deposit mobilization targets. · Foster beneficial relationships with new and existing clients. · ...

    Lagos, Lagos State

    1 month ago

  • Work in company

    Wealth Manager

    Only for registered members

    Wealth Manager · We are looking for a Manager, Private Banking to lead our HNI (High Net Worth Individual) unit.Your mission is to offer exclusive, high-yield investment opportunities to affluent individuals, traders, and cooperative societies. · ...

    Lagos

    2 weeks ago

  • Work in company

    Wealth Manager

    Only for registered members

    We are seeking experienced and results-driven Wealth Managers to join our dynamic team. · The ideal candidates will have a proven track record in deposit mobilization (Fixed Deposits) and strong expertise in investment products portfolio management and client relationship manage ...

    Lagos

    1 month ago

  • Work in company

    Wealth Manager

    Only for registered members

    Wealth Manager will promote investment products to corporate clients, · maintain knowledge of investment products ranging from fixed income to stocks, · and engage in research to stay apprised about financial markets. ...

    Lagos

    1 month ago

Jobs
>
Ikoyi