Wealth Advisor at Parthian Capital Limited (PCL)

Parthian Capital Limited (PCL) (a subsidiary of Parthian Partners Limited) is a financial services firm with a strategic focus on becoming a leading provider of financial services in Nigeria. We achieve this through product innovation, superior customer experience, operational efficiency, strategic partnerships, and top-tier talent.

As a licensed asset management firm with the Securities and Exchange Commission (SEC), PCL provides tailored investment solutions for both individual and institutional clients. Our comprehensive suite of services includes wealth management, investment advisory, and other bespoke financial services designed to meet the unique needs of our diverse clientele. Our commitment is to deliver Best-in-Class Service and Best-in-Class returns to our clients across board by maintaining the highest standards of professionalism and integrity. Join PCL and be part of a dynamic team that is setting new standards in the financial services industry, dedicated to making a significant impact and driving the financial future of Nigeria.

We are recruiting to fill the position below:

Job Title: Wealth Advisor

Location: Lagos
Employment Type: Full-time

Job Summary

• We're looking for an experienced professional to focus on High Net Worth Individuals (HNIs). As a Wealth Advisor, you'll manage investment portfolios, make strategic investment decisions, and drive fund growth.
• The Wealth Advisor will be responsible for acquiring, advising, and managing High-Net-Worth (HNI) and Ultra Affluent clients, serving as a trusted partner to provide them with personalized wealth management solutions aligned with their financial goals.
• The role requires a combination of relationship management, financial advisory expertise, and a deep understanding of Parthian Capital’s investment offerings.

Key Responsibilities
Client Acquisition & Relationship Management:

• Identify, prospect, and onboard new HNI clients
• Build strong, trust-based relationships with clients, acting as their primary advisor.
• Conduct regular portfolio reviews with clients, ensuring alignment with their financial objectives.

Investment Advisory & Portfolio Management:

• Conduct financial needs assessments and risk profiling.
• Develop tailored financial strategies across asset classes - fixed income, money markets, equities, mutual funds, USD products, alternative investments).
• Structure and recommend appropriate investment solutions leveraging
• Parthian Capital’s platform.
• Monitor client portfolios, ensuring alignment with objectives and market conditions.
• Provide regular performance updates and rebalancing recommendations.

Business Development & Revenue Generation:

• Achieve assigned Assets Under Management (AUM) and revenue growth targets.
• Collaborate with product and investment teams to design innovative financial solutions that meet client needs.
• Collaborate with internal teams to cross-sell Parthian’s suite of products.
• Stay abreast of market trends, competitor offerings, and regulatory changes.
• Represent Parthian Capital at client events, industry forums, and networking engagements to expand visibility and client reach.

Regulatory Compliance & Risk Management:

• Ensure all advisory and sales activities comply with SEC regulations and
• Parthian Capital’s policies.
• Adhere to KYC/AML requirements during client onboarding and throughout client relationships.
• Maintain accurate client documentation and reporting records.

Requirements: Knowledge, Skills, and Abilities
Knowledge:

• Bachelor’s degree in any relevant discipline
• Strong experience in wealth management, private banking, or investment advisory with focus on HNIs.
• Proven track record of developing and managing HNI client portfolios.
• Knowledge of investment products including equities, fixed income, mutual funds, derivatives, and alternative investments.
• Familiarity with KYC/AML requirements and ethical sales practices for financial services firms.
• 4 - 6 years’ experience in sales, business development, or wealth management, with at least 3 years in the asset management or capital market industry.
• Strong understanding of The Investments and Securities Act of 2025 and SEC guidelines on investment sales and client advisory.

Skills:

• Strong sales and business development capabilities.
• Excellent interpersonal and relationship management skills.
• High level of professionalism, integrity, and discretion.
• Strong analytical and financial advisory skills.
• Client-first mindset with exceptional-service orientation.

Abilities:

• Strong ethical standards and ability to comply with all regulatory requirements.
• Capacity to work independently while collaborating effectively with internal teams.
• Ability to interpret and implement SEC investment sales guidelines and customer risk profiling protocols.
• Strong leadership and team management abilities to drive performance and motivate sales teams.
• Ability to develop and maintain long-term relationships with HNIs and financial advisors.
• Ability to communicate complex financial concepts simply and effectively.

Benefits
Employee Value Proposition (EVP):

• Competitive Compensation & Benefits– We offer attractive remuneration packages that reward performance.
• Career Development– Access to mentorship, training programs, and growth opportunities.
• Work-Life Balance– Flexible work arrangements and a supportive environment.
• Inclusive & Diverse Workplace– We embrace diversity and promote an inclusive culture.
• Innovative Work Environment– Work on cutting-edge projects that shape the financial landscape.

Non-Financial Perks– At Parthian Partners, we understand that a fulfilling work experience goes beyond monetary compensation. We offer:

• Quality Healthcare– Comprehensive medical insurance to ensure the well-being of our employees and their families.
• Flexible Schedules– Customizable work hours to support different lifestyle needs and enhance efficiency.
• Progressive Parental Leave Policies– Generous maternity and paternity leave to support employees in their journey as parents.
• Wellness Programs– Initiatives that focus on mental and physical well-being, including gym memberships, wellness workshops, and stress management sessions.
• Learning & Development– Access to industry-leading training programs, certifications, and workshops to encourage professional growth.
• Team Bonding Activities– Social events, retreats, and team outings that foster camaraderie and a strong workplace community.
• Volunteer & CSR Initiatives– Opportunities to give back to society through company-sponsored community service programs.

Application Closing Date
31st October, 2025.

Method of Application
Interested and qualified candidates should send their CV to: recruitment@parthianpartnersng.com using the Job Title as the subject of the mail.