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Consulting, business support, auditing Jobs in Africa

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Country / Region

KenyaNigeriaUganda

Seniority (Consulting, business support, auditing)

Entry and Basic-level,Mid-level,Senior-level,

© Fuzu Ltd

Nigeria/Lagos/Business, strategic management
Estrada International Staffing Solutions

Consulting + 2 more

Wealth Advisor

Closed for applications
Lagos • Nigeria

Posted: 8 Oct 2026

Apply by: 23 Oct 2026

Expired

Job details

Contract Type

Workplace type

On-site

Description


  • Client Relationship Management
  • Build and maintain long-term relationships with individual and corporate clients.
  • Understand clients' financial goals, risk appetite, and investment preferences.
  • Provide personalized financial and wealth advisory solutions.
  • Business Development
  • Identify and acquire new clients through networking, referrals, and market engagement.
  • Promote investment, savings, and wealth management products to prospective clients.
  • Develop strategies to grow assets under management and client portfolio value.
  • Financial Advisory
  • Guide clients on investment opportunities, financial planning, and wealth preservation strategies.
  • Provide insights on market trends and financial products.
  • Support clients in making informed financial decisions aligned with their objectives.
  • Portfolio Support & Reporting
  • Monitor client portfolios and provide periodic performance updates.
  • Maintain accurate client records and relationship management documentation.
  • Ensure compliance with internal policies and financial regulations.


Educational Qualification

Bachelor's degree in Finance, Economics, Business Administration, Banking & Finance, or related discipline.


Experience

  • Minimum of 2–5 years experience in wealth management, financial advisory, sales, or relationship management.
  • Experience within banking, investment, insurance, or financial services is preferred.


Required Competencies

  • Technical Competencies
  • Financial advisory and client management
  • Investment and wealth planning knowledge
  • Business development and sales ability
  • Market and financial awareness
  • Reporting and documentation skills
  • Behavioral Competencies
  • Strong interpersonal and communication skills
  • Relationship-building ability
  • Commercial awareness and professionalism
  • Negotiation and presentation skills
  • Target-driven mindset
  • Work Environment
  • Client-facing and relationship-driven role
  • Combination of office work and external client engagement
  • Fast-paced and performance-oriented environment
Tags
Business, strategic managementConsulting, business support, auditingMid-levelNigeria

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