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Job Description

• 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-worth (UHNW) client relationships, growing Assets Under Management (AUM), deepening existing client engagements, and contributing directly to the firm’s financial performance targets.
• This is a senior, revenue-generating role suited to a relationship-driven professional who combines strong investment knowledge with proven business development capability.
• The position is fast-paced, performance-oriented, and highly visible within the organisation. Cultural alignment, discretion, and professionalism are essential.

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 engagement

Revenue & Performance Management:

• Achieve agreed AUM growth and revenue targets
• Monitor profitability of client relationships
• Identify opportunities to pincrease 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 and Skills

• 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.
• Excellent ability to speak and write English language
• Proficient in MacOS Keynote, Numbers and Pages
• Proficient in MS Powerpoint, Excel & Word
• Demonstrated track record of bringing in new client assets
• Diligent, with excellent attention to detail 
• 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 prospectsExceptional interpersonal and communication skills
• 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 productspecialists
• Highly entrepreneurial and commercially motivated
• Strong organisational and time management skills
• Target-driven and results-oriented, able to deliver on time, under pressure
• Highly adaptable, able to deal with ambiguity and change
• Entrepreneurial mindset, with ability to thrive in a lean and fast-growing environment
• High integrity and able to handle confidential matters with absolute discretion
• Able to work independently in a fast-paced, team with minimal supervision.
• Proactive, with good decision-making capacity
• Mature, reliable and professional

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Job Description

• We are looking for a dynamic and entrepreneurial senior Investment Advisor to join our Wealth Management division.
• This is a rare opportunity to shape the investment philosophy, service offering, and market positioning of a young multi-family office with global ambitions.
• This is both a strategic and hands-on role, suited for an investment leader who can operate in a lean environment and is excited about building a firm from the ground up.
• The role is fast-paced and demanding. Cultural fit is key to the role, and it is vital that the candidate shares and upholds our values and beliefs.
• An existing knowledge of asset management, wealth management banking, structured finance and basic accounting is critical.

Key Responsibilities
Key Responsibilities of this role include but are not limited to:

• 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 our 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.

Required Qualifications and Skills

• BSc. Degree in Finance, Economics, or related field.
• MBA, CFA, CIMA, or CFP® designation or equivalent qualification is strongly preferred.
• Minimum 10+ years’ experience in investment management, ideally within a family office, private bank, fund company, asset manager, or institutional allocator.
• Excellent ability to speak and write English language.
• 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.
• Diligent, with excellent attention to detail.
• 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
• Track record of advising UHNW clients and supporting business development.
• Excellent communication and presentation skills. Able to synthesise and present complex information simply
• Extensive experience working with investment teams, asset managers, platform managers, investment strategists and consultants.
• Trusted advisor with strong presence.
• 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 organisational skills to manage on demand requests, projects and daily duties
• Result oriented, able to deliver on time, under pressure.
• Highly adaptable, able to deal with ambiguity and change
• Entrepreneurial mindset, with ability to thrive in a lean and fast-growing environment.
• Able to handle confidential matters with absolute discretion
• Able to work in a fast-paced, team with minimal supervision.
• Proactive, with good decision-making capacity
• Must be mature and reliable.