• Application Deadline:
• Position: Senior Client Advisor / Relationship Manager, Wealth Management



• Job Type Full Time



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



• Experience 10 years



• Location Lagos




• Job Field Sales / Marketing / Retail / Business Development 
  
  

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