Senior Investment Advisor, Wealth Management

Kaplo Africa

Lagos, Nigeria CDI

Publiée il y a 1 mois · Expire dans 3 semaines

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Description du poste

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.
Key Responsibilities: Key Responsibilities: of this role include but are not limited to:
  • 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 ...

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