Investment Advisor, Wealth Management at Kloverharris Limited

KloverHarris Limited is a leading business consulting and human resources company that specializes in providing comprehensive solutions in Learning and Development, HR Outsourcing, Business Consulting, and Information Technology. With a steadfast commitment to excellence and a customer-centric approach, we empower organizations to optimize their human resources, drive growth, and achieve sustainable success.

We are recruiting to fill the position below:

Job Title: Investment Advisor, Wealth Management

Location: Ikoyi, Lagos
Employment Type: Full-time

Description

• We are looking for a dynamic and entrepreneurial senior Investment Advisor to join our Wealth Management division.
• This is a rare opportunity to shape the investment philosophy, service offering, and market positioning of a young multi-family office with global ambitions.
• This is both a strategic and hands-on role, suited for an investment leader who can operate in a lean environment and is excited about building a firm from the ground up.
• The role is fast-paced and demanding.
• Cultural fit is key to the role, and it is vital that the candidate shares and upholds our values and beliefs.
• An existing knowledge of asset management, wealth management banking, structured finance and basic accounting is critical.

Key Responsibilities of this role include but are not limited to
Investment Strategy & Advisory:

• Leading investment strategy and portfolio construction.
• Develop and oversee the firm’s investment philosophy, asset allocation, and portfolio construction frameworks.
• Oversee all investment strategies, ensuring an optimal portfolio of offerings, periodic product diligence, and continuous performance tracking
• Advise clients on investment opportunities across asset classes (public markets, private equity, alternatives, real assets, fixed income, and cash management).
• Monitor global markets, identify opportunities, and make timely recommendations aligned with client objectives.
• Build and oversee robust risk management processes.
• Build and develop the firm’s investment platform, securing relationships with external platform providers and working with the Client Advisors.
• Provide all reporting on client portfolios, consolidating their investments into a single simple to understand report.
• Prepare and provide all research reports on behalf of the firm, including the daily newsletter and periodic research reports.
• Provide required support to the firm’s existing products and strategies, and identify new organisations and strategies to acquire as value adds.

Relationship & Business Development:

• Building relationships with global service providers and investment managers.
• Build and nurture partnerships with global and local investment managers, banks, custodians, and other service providers.
• Acting as a trusted advisor to clients.
• Represent the Firm in client and prospect meetings, articulating the firm’s value proposition.
• Support new client acquisition by leveraging personal networks, credibility, and industry visibility.
• Collaborate with Client Advisors to define a clear value proposition.
• Communicate our value proposition to internal and external stakeholders, existing clients, and new prospects.
• Playing a critical role in business development and winning new client relationships.
• Grow the firm’s Assets Under Management (AUM) through the provision of an exceptional client experience.
• Collaborate with the Investment Bank, Business Development, Marketing, Operations, Technology, and Compliance to ensure successful delivery of the firm’s full proposition to clients.
• Play a leading role in expanding the firm’s reach across London, Lagos, Chicago,Abuja, and Dubai.

Firm Leadership & Growth:

• Work to refine the firm’s service offering and deliver operational excellence.
• Establish investment governance frameworks, policies, and procedures.
• Raising the profile of the firm through thought leadership and networking.
• Contribute to building the Firm’s brand and reputation in global markets.
• Mentor and develop junior talent as the firm grows.
• Market the company's Wealth Management proposition through external media positioning and speaking opportunities.

Required Qualifications and Skills

• BSc Degree in Finance, Economics, or related fields
• MBA, CFA, CIMA, or CFP designation or equivalent qualification strongly preferred.
• Excellent ability to speak and write English language
• Proficient in MacOS Keynote, Numbers and Pages
• Proficient in MS Powerpoint, Excel & Word
• Proven ability to design and manage multi-jurisdictional, multi-asset class portfolios
• Diligent, with excellent attention to detail
• Solid numeric ability
• Proficient in creating and delivering client presentations
• Strong investment research and analysis skills
• Thorough knowledge of financial industry and financial products
• Highly proficient in the preparation of investment research reports
• Strong global network of investment managers, banks, and service providers
• Track record of advising UHNW clients and supporting business development.
• Excellent communication and presentation skills.
• Able to synthesise and present complex information simply
• Extensive experience working with investment teams, asset managers, platform managers, investment strategists and consultants
• Trusted advisor with strong presence
• Experience building or scaling an investment platform, while making decisions around a number of strategies, platform positioning for advisors/clients, and pricing
• Experience supporting Client Advisors to build and grow “books of business”
• Experience overseeing first-time and ongoing due diligence for new and existing investment strategies
• Communication experience across large and small groups via all mediums, including live presentations and televised interviews
• Strong organisational skills to manage on demand requests, projects and daily duties
• Result oriented, able to deliver on time, under pressure.
• Highly adaptable, able to deal with ambiguity and change
• Entrepreneurial mindset, with ability to thrive in a lean and fast-growing environment.
• Able to handle confidential matters with absolute discretion
• Able to work in a fast-paced, team with minimal supervision.
• Proactive, with good decision-making capacity
• Minimum 10+ years’ experience in investment management, ideally within a family office, private bank, fund company, asset manager, or institutional allocator.
• Must be mature and reliable.

Application Closing Date
24th March, 2026.

How to Apply
Interested and qualified candidates shouldsend their CV to: Recruitment@kloverharris.com using "Investment Advisor, Wealth Management'' as the subject of the mail.