Senior Wealth Advisor at TeamAce Limited

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
9 days ago

Additional Details

Job ID
148413
Job Views
29

Job Description






Job Summary




  • As the Senior Wealth Advisor, you will drive portfolio growth, manage high-value client relationships, and deliver strategic investment solutions.



Responsibilities




  • Manage and grow high-net-worth client portfolios

  • Develop and execute investment strategies

  • Drive client acquisition and revenue growth

  • Provide expert financial advisory and insights

  • Maintain strong client relationships and retention



Requirements




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

  • Minimum of 8 years of experience in wealth management or private banking

  • Strong expertise in portfolio management and asset allocation

  • Professional certification such as CFA or CIS is an advantage

  • Strong leadership and client management skills.



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