Wealth Advisor

WEALTH ADVISOR

Financial Advisory & Client Relationship Management

Position: Title Wealth Advisor

Department: Wealth Management & Client Advisory

Industry: Financial Services / Investment Advisory

Employment: Type Full-Time

Location: Abuja, Nigeria

Client Overview

Our client, a leading investment management and advisory institution, is seeking an experienced Head, Investment Research to lead its research function and provide strategic investment intelligence that supports portfolio performance and business growth.

About the Opportunity

We are seeking a commercially driven and relationship-focused Wealth Advisor to support clients in achieving their financial and investment goals through tailored wealth management solutions.

The ideal candidate will be responsible for building strong client relationships, identifying financial needs, and recommending suitable investment and wealth preservation strategies. This role requires a professional with excellent communication skills, strong business development ability, and a deep understanding of client relationship management within the financial services sector.

Key Responsibilities

• Client Relationship Management
• Build and maintain long-term relationships with individual and corporate clients.
• Understand clients' financial goals, risk appetite, and investment preferences.
• Provide personalized financial and wealth advisory solutions.
• Business Development
• Identify and acquire new clients through networking, referrals, and market engagement.
• Promote investment, savings, and wealth management products to prospective clients.
• Develop strategies to grow assets under management and client portfolio value.
• Financial Advisory
• Guide clients on investment opportunities, financial planning, and wealth preservation strategies.
• Provide insights on market trends and financial products.
• Support clients in making informed financial decisions aligned with their objectives.
• Portfolio Support & Reporting
• Monitor client portfolios and provide periodic performance updates.
• Maintain accurate client records and relationship management documentation.
• Ensure compliance with internal policies and financial regulations.

Educational Qualification

Bachelor's degree in Finance, Economics, Business Administration, Banking & Finance, or related discipline.

Experience

• Minimum of 2–5 years experience in wealth management, financial advisory, sales, or relationship management.
• Experience within banking, investment, insurance, or financial services is preferred.

Required Competencies

• Technical Competencies
• Financial advisory and client management
• Investment and wealth planning knowledge
• Business development and sales ability
• Market and financial awareness
• Reporting and documentation skills
• Behavioral Competencies
• Strong interpersonal and communication skills
• Relationship-building ability
• Commercial awareness and professionalism
• Negotiation and presentation skills
• Target-driven mindset
• Work Environment
• Client-facing and relationship-driven role
• Combination of office work and external client engagement
• Fast-paced and performance-oriented environment