Client Adviser (Wealth Management / Family Office)

Kaplo Africa

Lagos, Nigeria Permanent

Published 2 months ago · Expires 3 weeks from now

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Job description

This position offers a great opportunity for career growth. Role Overview - We are seeking a highly experienced Client Adviser to manage and grow relationships with high-net-worth individuals and families. The ideal candidate will deliver bespoke wealth management solutions, provide trusted financial counsel, and act as a long-term partner in preserving and growing client wealth. Key Responsibilities: - Serve as the primary adviser to HNW/UHNW clients and family offices - Develop and manage tailored investment, estate, and wealth preservation strategies - Drive client acquisition, retention, and portfolio growth - Coordinate with internal investment, legal, and tax teams to deliver holistic solutions - Maintain the highest standards of confidentiality, compliance, and professionalism Requirements: - 8–12 years’ experience in wealth management, private banking, or family office advisory - Proven track record managing HNW/UHNW client portfolios - Strong advisory, relationship management, and business development skills - Excellent communication, discretion, and strategic thinking abilities - Relevant professional certifications are an added advantage. Why Join - Work with a prestigious client base in a premium location - Competitive compensation and performance incentives - Opportunity to play a trusted advisory role with real impact - Female candidates are encouraged to apply; all qualified professionals are welcome

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