About the Firm

We are a Principal Investment firm, established in 2014 with one purpose: to transform African lives by creating companies that deliver sustained, long-term beneficial impact.

Job Summary

We are seeking a highly organized, detail-oriented, and proactive Analyst to join our Wealth Management division as a Client Advisor Assistant / Relationship Manager. This role supports relationship managers in executing client-related activities and provides full operational and transactional backing across relationship management functions. The objective is to enable the Client Advisor to focus 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.

Required Qualifications and Skills

• BSc Degree in Finance, Economics, Accounting, Business, or a related field
• 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 and Word
• High proficiency in Excel, including financial modelling and data analysis
• Experience in 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 organizational and time management skills, with the ability to manage multiple tasks simultaneously
• Target-driven and results-oriented, able to deliver on time and 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
• 1–4 years’ experience in wealth management, private banking, asset management, family office, or financial services
• Mature, reliable, and professional

Key Responsibilities

• Client Support & Relationship Backing:
  • Support 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

Job Type: Full Time

Qualification: BA/BSc/HND

Experience: 1–4 years

Location: Lagos

Job Field: Sales and Business Development

Salary Range: ₦300,000–₦400,000/month

Disclaimer: This job description has been reformatted by AI for readability. Please verify all details with the employer before applying.