• Application Deadline:
• Position: Senior Investment Advisor, Wealth Management



• Job Type Full Time



• Qualification BA/BSc/HND , MBA/MSc/MA



• Experience



• Location Lagos




• Job Field Finance / Accounting / Audit 
  
  

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.