Client Adviser (Wealth Management / Family Office)
Kaplo Africa
Lagos, Nigeria
CDI
Publiée il y a 2 mois · Expire dans 3 semaines
Description du poste
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.
- 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
- 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.
- 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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