Wealth Manager
Location: Lagos
Employment Type: Full-time
Description
Provide tailored investment advice and holistic wealth management services to high-net-worth and private clients.
Build and maintain long-term client relationships while delivering portfolio construction, financial planning and risk management.
Responsibilities
Manage client relationships, perform regular reviews and deliver personalised financial plans.
Construct and monitor investment portfolios (asset allocation, rebalancing, risk controls).
Advise on retirement planning, estate planning, tax-efficient solutions and alternative investments.
Prepare investment proposals, performance reports and client-facing presentations.
Work with product partners (fund managers, custodians) and internal teams (compliance, operations).
Identify and grow new client opportunities; participate in networking and referrals.
Ensure full regulatory compliance and KYC/AML documentation.
Requirements
Degree in Finance, Economics, Accounting or related fields
Professional qualification desirable (CFA, CFP or equivalent).
3 - 7 years experience in wealth/private banking or investment advisory.
Strong investment knowledge (equities, fixed income, funds, alternatives).
Excellent interpersonal and communication skills; client-focused.
Solid understanding of regulation, KYC and fiduciary responsibilities.
Application Closing Date
28th February, 2026.
How to Apply
Interested and qualified candidates should send their Application to: Ayomide.lala@kennediaconsulting.net using "WEALTH MANAGER" as the subject of the email.