• Application Deadline:
• Position: Private Wealth Advisor



• Job Type Full Time



• Qualification BA/BSc/HND



• Experience 2 years



• Location Lagos




• Job Field Finance / Accounting / Audit 
  
  

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