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Private Wealth Officer
About this role
A Private Wealth Officer responsible for end-to-end operational support for private wealth and high-net-worth clients in Lagos. The role focuses on accurate record-keeping, timely execution of client instructions, and high-quality service delivery.
What you would do
- Account for contributions and withdrawal requests from portfolio clients
- Handle corporate actions on investments and withdrawal payments to clients
- Prepare daily valuation reports for private portfolios
- Undertake monthly asset reconciliations against third-party confirmations and resolve variances
- Perform daily bank reconciliations and ensure transactions are recognised before valuation
- Respond to queries from relationship managers and ensure timely, quality resolutions
What they are asking for
- ACA or ACCA qualification is an added advantage
- Postgraduate qualification (MBA or MSc) is an added advantage
- CFA, CISI or CIS is an added advantage
- Minimum of 1 year post-university experience in the financial sector
- Strong financial knowledge, accounting principles and reporting
- Proficiency in MS Excel and MS Office applications
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