Senior Investment Advisor, Wealth Management
Kaplo Africa
Lagos, Nigeria
Permanent
Published 1 month ago · Expires 3 weeks from now
Job description
A reputable organization seeks a dedicated individual for this role.
Position Overview:
- We are looking for a dynamic and entrepreneurial senior Investment Advisor to join our Wealth Management division.
- This is a rare opportunity to shape the investment philosophy, service offering, and market positioning of a young multi-family office with global ambitions.
- This is both a strategic and hands-on role, suited for an investment leader who can operate in a lean environment and is excited about building a firm from the ground up.
- The role is fast-paced and demanding. Cultural fit is key to the role, and it is vital that the candidate shares and upholds our values and beliefs.
- An existing knowledge of asset management, wealth management banking, structured finance and basic accounting is critical.
- Investment Strategy & Advisory.
- Leading investment strategy and portfolio construction.
- Develop and oversee the firm’s investment philosophy, asset allocation, and portfolio construction frameworks.
- Oversee all investment strategies, ensuring an optimal portfolio of offerings, periodic product diligence, and continuous performance tracking.
- Advise clients on investment opportunities across asset classes (public markets, private equity, alternatives, real assets, fixed income, and cash management).
- Monitor global markets, identify opportunities, and make timely recommendations aligned with client objectives.
- Build and oversee robust risk management processes.
- Build and develop the firm’s investment platform, securing relationships with external platform providers and working with the Client Advisors.
- Provide all reporting on client portfolios, consolidating their investments into a single simple to understand report.
- Prepare and provide all research reports on behalf of the firm, including the daily newsletter and periodic research reports.
- Provide required support to the firm’s existing products and strategies, and identify new organisations and strategies to acquire as value adds.
- Relationship & Business Development.
- Building relationships with global service providers and investment managers.
- Build and nurture partnerships with global and local investment managers, banks, custodians, and other service providers.
- Acting as a trusted advisor to clients.
- Represent the Firm in client and prospect meetings, articulating the firm’s value proposition.
- Support new client acquisition by leveraging personal networks, credibility, and ...