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Senior Client Advisor / Relationship Manager, Wealth Management

  • Job Type Full Time
  • Qualification BA/BSc/HND
  • Experience
  • Location Lagos
  • City Ikoyi
  • Job Field Sales / Marketing / Retail / Business Development&nbsp

Job Summary

  • 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 developmentcapability.
  • 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 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 and Skills

  • BSc Degree in Finance, Economics, Business or related field.
  • MBA, CFA, CISI, or CFP® designation or equivalent qualification strongly preferred
  • 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 prospects
  • Exceptional 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 product specialists
  • 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
  • Proactive, with good decision-making capacity
  • Minimum 10+ years’ experience in private banking, wealth management
  • Able to work independently in a fast-paced, team with minimal supervision, family office, or asset management.
  • Mature, reliable and professional.

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Method of Application


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