• Application Deadline:
• Position: Wealth Advisor



• Job Type Full Time



• Qualification BA/BSc/HND , Professional Certificate



• Experience 3 years



• Location Lagos




• Job Field Finance / Accounting / Audit 
  
  

Job Summary

• As the Wealth Advisor, you will provide tailored investment solutions while managing client relationships and supporting portfolio growth.

Responsibilities

• Manage client portfolios and provide investment advisory services


• Develop and maintain relationships with high-net-worth clients


• Recommend investment strategies based on market insights


• Support business development and client acquisition efforts


• Monitor portfolio performance and provide regular updates

Requirements

• Bachelor’s degree in Finance, Economics, or related field


• Minimum of 3years of experience in wealth management or advisory roles


• Strong knowledge of investment products and portfolio management


• Professional certification such as CIS or CFA (in view) is an advantage.