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Private Wealth Advisor

  • Job Type Full Time
  • Qualification BA/BSc/HND
  • Experience 2 years
  • Location Lagos
  • Job Field Finance / Accounting / Audit&nbsp

Job Summary

  • Responsible for creating and growing new and existing private wealth and HNI/UHNI relationships across the ARM Group to grow Funds Under Management (FUM). The ideal candidate will have a deep understanding of wealth management spanning assets management, estate planning, and a proven ability to manage high net worth client relationships

Job Details

Client Relationship Management: 

  • Build and maintain strong relationships with high-net-worth clients. 
  • Provide personalized financial advice and solutions tailored to client needs. 
  • Conduct regular portfolio reviews and performance assessments.

Business Development: 

  • Identify new business opportunities and cross-sell financial products and services. 
  • Acquire new private wealth, stockbroking and estate planning relationships; significantly growing the funds under management. 
  • Collaborate with other business segments to deliver comprehensive solutions to clients. 

Client Service Excellence: 

  • Ensure the highest level of client satisfaction and loyalty. 
  • Address and resolve client issues and concerns promptly. 
  • Monitor client feedback and implement improvements 

Market Analysis and Insights:

  • Stay informed about market trends, economic conditions, and industry developments. 
  • Provide insights and recommendations to clients and the team based on market analysis.
  •  Excellent communication and interpersonal skills.
  • Deep understanding of the needs and expectations of high-net-worth clients.
  • Exceptional client service skills and a proactive approach to client management.
  • Ability to build long-term relationships based on trust and integrity.
  • In-depth knowledge of wealth management products and services.
  • Strong analytical skills and the ability to assess financial markets and trends.
  • Proficiency in portfolio management and financial planning.
  • Ability to develop and implement business strategies.
  • Strong problem-solving skills and the ability to make sound decisions.
  • Innovative thinking and the ability to adapt to changing market conditions. 

Requirements

COMPETENCIES, SKILLS & ABILITIES 

  • Excellent communication and interpersonal skills 
  • Deep understanding of the needs and expectations of high-net-worth clients. Exceptional client service skills and a proactive approach to client management. 
  • Ability to build long-term relationships based on trust and integrity. In-depth knowledge of wealth management products and services. 
  • Strong analytical skills and the ability to assess financial markets and trends. 
  • Proficiency in portfolio management and financial planning. 
  • Ability to develop and implement business strategies. 
  • Strong problem-solving skills and the ability to make sound decisions. 
  • Innovative thinking and the ability to adapt to changing market conditions

QUALIFICATION & EXPERIENCE

Education: 

  • Bachelor’s degree in finance, Business Administration, Economics, or a related field. A master’s degree or relevant professional certification (e.g., CFA, CFP) is preferred. 

Experience: 

  • Minimum of 2 years of experience in wealth management or private banking, with a focus on high-net-worth clients.
  •  Proven track record in client relationship management and business development. 

Other Requirements:

  •  Strong knowledge of financial markets and investment products. 
  • Excellent communication, negotiation, and presentation skills. 
  • High ethical standards and a commitment to maintaining client confidentiality

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Method of Application

Job Summary

  • The Digital Marketing Analyst is responsible for driving full-funnel digital performance across ARM’s business units through advanced analytics, performance optimization, and data-driven marketing execution. The role requires strong analytical capability, hands-on experience with paid and organic digital channels, and the ability to translate insights into actionable strategies that drive acquisition, engagement, and revenue. The analyst must be proficient in marketing technology tools, digital campaign optimization, and customer behavior analytics to support decision-making and enhance the efficiency of digital initiatives.

Job Details

Digital Performance & Campaign Management

  • Design, deploy, and optimize digital marketing campaigns across multiple platforms (Google Ads, Meta, programmatic, email, and ARM digital assets) to drive acquisition, engagement, and conversion.
  • Manage full-funnel campaign performance, including awareness, consideration, conversion, and retention, to meet business KPIs.
  • Implement end-to-end campaign tracking, including event tracking, conversion tracking, and tag management across websites and apps.

Advanced Data Analytics & Insights

  • Analyze cross-channel marketing data (traffic, engagement, conversions, retention, demographics, and behaviour) to evaluate performance and recommend optimisation strategies.
  • Build dashboards and reports using Google Analytics or Power BI to track and visualize KPIs.
  • Conduct cohort analysis, funnel analysis, attribution modeling, and customer segmentation to support decision-making.
  • Produce actionable insights and present learnings to internal teams regularly.

Digital Asset & Web Optimization

  • Support website and landing page optimization using SEO best practices, heatmaps, session recordings, and user behavior insights.
  • Conduct A/B tests and experimentation frameworks to improve digital funnels and conversion rates.
  • Ensure ARM digital assets (web, landing pages, app touchpoints) are fully optimized for performance, UX, and conversion.

Email, CRM & Marketing Automation

  • Deploy automated email, CRM, and retention campaigns using marketing automation tools.
  • Execute segmentation, personalisation, and drip campaigns based on customer lifecycle and behavioural data.
  • Analyze email campaign performance and recommend continuous improvements.

Competitive & Market Intelligence

  • Conduct detailed competitive analysis to identify opportunities, gaps, and digital trends in the financial services industry.
  • Monitor digital marketing trends, emerging tools, and best practices, advising the business on innovations that can drive performance. 

Cross-Functional Collaboration

  • Work closely with Brand, Digital, Product, CX, and Data teams to align digital strategies with business goals.
  • Provide digital insights that support go-to-market strategies, product launches, and major campaigns across business units.
  • Ensure compliance with ARCON, SEC, and internal brand guidelines for all digital communications.

Reporting & Performance Accountability

  • Produce performance reports covering KPIs such as CAC, CPL, ROAS, MQL quality, funnel performance, and retention metrics.
  • Report on product-related performance metrics, including churn rate, CLV, adoption rate, reactivation numbers, and digital revenue contribution. 
  • Recommend strategic actions to optimise spend, improve ROI, and increase efficiency of digital marketing investments.

Requirements

Education

  • Bachelor’s degree from an accredited institution (Marketing, Economics, Statistics, Computer Science, Business, or related fields).
  • Certification in digital analytics (Google Analytics 4 required).
  • Professional certification in digital marketing (Google Ads, Meta Blueprint, HubSpot, or CIM).

Experience

  • 4-6 years hands-on experience in digital marketing, performance marketing, digital analytics, or growth marketing.
  • Demonstrated experience managing paid digital campaigns, analytics platforms, and marketing automation tools.

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