Investment Advisor, Wealth Management
Reerac · Lagos
Job description
About the role
We are seeking a dynamic, entrepreneurial senior Investment Advisor to shape the investment philosophy, service offering, and market positioning of a fast‑growing multi‑family office with global ambitions.
Key responsibilities
- Lead investment strategy, asset allocation, and portfolio construction across public markets, private equity, alternatives, real assets, fixed income, and cash.
- Develop and maintain the firm’s investment philosophy, risk‑management framework, and performance tracking processes.
- Advise clients on opportunities, monitor global markets, and deliver timely recommendations aligned with client objectives.
- Build and manage relationships with external platform providers, investment managers, banks, custodians, and other service providers.
- Prepare client portfolio reports, daily newsletters, and periodic research publications.
- Support existing products, identify new strategies, and contribute to business development and AUM growth.
- Collaborate with client advisors, investment bank, marketing, operations, technology, and compliance teams to deliver the full value proposition.
Required profile
- Senior‑level professional with a strong background in investment advisory and wealth management.
- Entrepreneurial mindset with the ability to shape and grow a young firm.
- Proven track record in client relationship management and business development.
- Excellent communication skills for representing the firm to clients and prospects.
Required skills
What we offer
- Opportunity to influence the strategic direction of a global multi‑family office.
- Exposure to a broad range of asset classes and international markets.
- Collaborative environment across offices in London, Lagos, Chicago, Abuja, and Dubai.
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Published 3 hours ago
Expires 1 month from now
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Reerac
Lagos
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