Senior Wealth Advisor

About this role

A full-time Senior Wealth Advisor role based in Abuja, offered by Phillips Outsourcing Limited. The company describes itself as a long-standing outsourcing firm with experience serving clients across Nigeria and expanding into other markets, including Ghana, and is seeking someone to manage wealth advisory services within the asset management and financial services sector. The role involves building a pipeline of prospective clients, promoting investment products, guiding clients on solutions, monitoring portfolios, and developing relationships with high-net-worth individuals and institutions in Abuja. The successful candidate will work with existing networks or develop new ones among HNIs, corporate clients and professionals in the Abuja market. The employer states the position offers a gross monthly salary of N1,200,000 to N1,700,000 plus a 13th-month pay.

What you would do

• Build and maintain a pipeline of prospective clients and follow opportunities through to conversion.
• Promote and sell investment solutions such as mutual funds, fixed deposits, equity funds, dollar funds and other approved products.
• Provide clients with information and guidance on available investment solutions per approved processes and regulatory requirements.
• Identify and convert opportunities for the firm’s investment and wealth management products.
• Monitor client portfolios and engage regularly to support retention and additional investments.
• Develop and grow relationships with prospective and existing clients in the Abuja market.
• Build relationships with HNIs, corporate clients, professionals, institutions and other target client segments.

What they are asking for

• Existing relationships or networks within the Abuja/Northern Nigeria market, especially among HNIs, corporate clients and professionals, are advantageous.
• Demonstrable experience in sales, business development or relationship management, preferably in financial services.
• Strong understanding of investment products and the Nigerian financial services market.
• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, Marketing or a related discipline.
• Strong communication, presentation, negotiation and relationship management skills.
• 5–7 years of relevant experience in wealth management, asset management, investment management, financial advisory, banking, securities or financial services.

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