Wealth Officer - Kaplo Africa, Lagos
Kaplo Africa
Lagos, Nigeria
CDI
Publiée il y a 1 mois · Expire dans 3 semaines
Description du poste
An established company is recruiting for the following position.
Position Overview:
- This role is strictly for professionals with proven experience in registered and licensed asset management firms, given the regulatory sensitivity and compliance standards of the industry.
- Develop and manage high-net-worth and institutional client portfolios
- Drive asset growth through strategic client acquisition and relationship management
- Provide tailored investment advisory services aligned with clients’ financial goals
- Ensure strict adherence to regulatory, compliance, and risk management frameworks
- Collaborate with internal investment and research teams to optimize portfolio performance
- Monitor market trends and proactively position client portfolios
- 5–7 years experience in a registered and licensed asset management firm (non-negotiable)
- Strong understanding of capital markets, investment products, and regulatory requirements
- Demonstrated track record of portfolio growth and client retention
- Excellent relationship management and communication skills
- Relevant professional certifications (CIS, CFA, or equivalent) will be an advantage.
- A strategic thinker with strong regulatory discipline, commercial acumen, and the ability to manage sophisticated investment conversations with high-value clients.
- This is an exceptional opportunity for a results-oriented wealth professional ready to operate at a high-performance level within a structured and compliant investment environment.
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