• Application Deadline:
• Position: Client Advisor / Business Support Assistant



• Job Type Full Time



• Qualification BA/BSc/HND



• Experience 1 - 4 years



• Location Lagos




• Job Field Sales and Business Development 
  
  

Job Description

• We are seeking a highly organised, detail-oriented and proactive Analyst to join our Wealth Management division as Client Advisor Assistant.


• This role is designed to support the relationship managers in the detailed execution of client-related activities and to provide full operational and transactional backing across relationship management functions.


• The objective of this role is to enable the Client Advisor to focus their time on business development, winning new mandates, converting prospects and deepening strategic client relationships.


• This is a demanding, fast-paced role requiring exceptional attention to detail, discretion and the ability to manage multiple priorities simultaneously.


• Cultural fit is critical, and it is vital that the candidate shares and upholds our values and beliefs.


• An existing understanding of asset management, wealth management banking, financial products and basic accounting is essential.

Key Responsibilities of this role include but are not limited to

• Client Support & Relationship Backing


• Support the relationship managers in managing day-to-day client interactions and service requirements.


• Prepare meeting materials, client presentations and portfolio reports.


• Attend client meetings where required and document follow-up actions.


• Track and manage client requests to ensure timely and accurate execution.


• Serve as secondary point of contact for operational client matters.


• Assist in maintaining detailed client records and documentation. Portfolio Reporting & Analysis


• Support performance tracking, asset allocation analysis and risk monitoring.


• Assist in preparing investment research summaries and commentary for clients.


• Coordinate with custodians and platform providers to obtain required data.


• Ensure accuracy and consistency of all client-facing reporting materials. Execution & Operational Coordination


• Support client onboarding processes including documentation and compliance requirements.


• Liaise with Operations, Compliance, Investment Advisory and external providers to ensure seamless execution.


• Monitor transaction processing and follow through to settlement confirmation.


• Assist with preparation of subscription documents and capital call notices where applicable.


• Maintain organised records of mandates, agreements and correspondence. Business Development Support


• Support the Client Advisor in preparing pitch materials for prospective clients.


• Assist in researching prospects and preparing briefing notes.


• Maintain pipeline tracking and follow-up schedules.


• Prepare financial illustrations and proposal documentation.


• Provide analytical support during new client conversion processes. Administrative & Process Improvement


• Identify opportunities to improve reporting efficiency and client servicing workflows.


• Maintain structured filing systems (digital and physical).


• Support preparation of internal performance dashboards.


• Contribute to continuous improvement of client experience processes.

Required Qualifications and Skills

• BSc Degree in Finance, Economics, Accounting, Business or related field.


• 1 – 4 years’ experience in wealth management, private banking, asset management, family office or financial services.


• CFA, CFP®, CISI or equivalent designation preferred.


• Exceptional written and verbal English language communication skills


• Proficient in macOS Keynote, Numbers and Pages


• Proficient in MS PowerPoint & Word


• High proficiency in Excel, including financial modelling and data analysis


• Experience preparing client presentations, investment statements, and transaction processing


• Strong understanding of financial products and multi-asset class portfolios


• Diligent, with excellent attention to detail and high accuracy in reporting


• Strong numerical and analytical capability.


• Strong presentation and proposal development skills


• Exceptional interpersonal and communication skills


• Strong organisational and time management skills, ability to manage multiple tasks simultaneously


• Target-driven and results-oriented, able to deliver on time, under pressure


• Highly adaptable, able to deal with ambiguity and change


• High integrity and able to handle confidential matters with absolute discretion


• Highly responsive and service-oriented mindset.


• Able to work in a fast-paced team with minimal supervision


• Proactive, dependable and solutions-focused


• Mature, reliable and professional.