Senior Client Advisor / Relationship Manager, Wealth Management at Kaplo Africa

Kaplo is Africa's most innovative Human Resource & Business Support Solutions provider, serving clients with cutting-edge business advisory and human capital solutions across diverse sectors of the African economy.

At Kaplo, we have proven expertise in business advisory and human resource capabilities targeted at productivity, profitability, sustainability, transformation and overall growth of your business.

We are recruiting to fill the position below:

Job Title: Senior Client Advisor / Relationship Manager, Wealth Management

Location: Lagos
Grade: Associate Partner

Job Description

• We are seeking a highly driven, commercially astute and entrepreneurial senior Relationship Manager to join our Wealth Management division.
• This role is central to the growth strategy of the firm. The successful candidate will be responsible for originating new ultra high net-worth (UHNW) client relationships, growing Assets Under Management (AUM), deepening existing client engagements, and contributing directly to the firm’s financial performance targets.
• This is a senior, revenue-generating role suited to a relationship-driven professional who combines strong investment knowledge with proven business development capability.
• The position is fast-paced, performance-oriented, and highly visible within the organisation. Cultural alignment, discretion, and professionalism are essential.

Key Responsibilities of this role include but are not limited to
Business Development & Client Acquisition:

• Originate and onboard new UHNW client relationships through personal networks, referrals, and strategic outreach
• Identify and pursue new opportunities across Abuja, Lagos, London, Chicago, and Dubai
• Develop and execute a structured business development plan aligned with firm growth objectives
• Present the Firm’s value proposition to prospects and intermediaries
• Convert prospects into long-term advisory relationships
• Retain client Assets Under Management (AUM)
• Drive measurable growth in AUM by achieving defined revenue and AUM growth targets

Client Relationship Management:

• Serve as primary relationship manager for assigned clients
• Develop deep understanding of client financial objectives, risk appetite, and long- term goals
• Coordinate with the Investment Advisory team to deliver tailored portfolio solutions
• Ensure exceptional client experience through proactive communication and responsiveness
• Manage onboarding processes, documentation, and ongoing service requirements
• Retain and grow existing client relationships through cross-selling and strategic engagement

Revenue & Performance Management:

• Achieve agreed AUM growth and revenue targets
• Monitor profitability of client relationships
• Identify opportunities to pincrease wallet share within existing relationships
• Support pricing discussions and fee negotiations in alignment with firm policy
• Contribute to the firm’s overall financial performance objectives

Brand Representation & Market Positioning

• Represent the Firm at industry events, networking functions, and private forums
• Build relationships with professional intermediaries (lawyers, accountants, trustees, corporate advisors)
• Strengthen the firm’s market visibility within UHNW and family office circles
• Contribute to thought leadership and strategic positioning initiatives
• Mentor and develop junior talent as the firm grows.

Required Qualifications and Skills

• BSc Degree in Finance, Economics, Business or related field.
• Minimum 10+ years’ experience in private banking, wealth management, family office, or asset management.
• MBA, CFA, CISI, 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
• Demonstrated track record of bringing in new client assets
• Diligent, with excellent attention to detail
• Solid numeric ability
• Strong presentation and proposal development skills
• Portable book of UHNW/HNW client relationships preferred
• Strong understanding of multi-asset investment solutions and financial products
• Proven ability to grow revenue and meet performance targets
• Experience managing complex, multi- jurisdictional client relationships
• Strong network of UHNW clients and prospects
• Exceptional interpersonal and communication skills
• Skilled in identifying client needs and structuring tailored investment solutions
• Highly trusted advisor with strong emotional intelligence
• Ability to manage complex client situations with discretion and maturity
• Solid understanding of asset allocation, portfolio construction, and financial products
• Ability to collaborate effectively with investment teams and product specialists
• Highly entrepreneurial and commercially motivated
• Strong organisational and time management skills
• Target-driven and results-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
• High integrity and able to handle confidential matters with absolute discretion
• Able to work independently in a fast- paced, team with minimal supervision.
• Proactive, with good decision-making capacity
• Mature, reliable and professional.

Application Closing Date
17th March, 2026.