Client Advisor Assistant / Relationship Manager (Wealth Management) at Obsidian Capital

Obsidian Capital is a Principal Investment firm established in 2014 with a focus on transforming African lives by creating companies that deliver sustained, long-term beneficial impact. The firm designs locally specialized, globally competitive, large-scale private-sector solutions to infrastructure challenges in middle Africa. Located in Lagos State, Nigeria, Obsidian Capital aims to transform the infrastructure landscape of middle Africa, particularly in renewable and sustainable power infrastructure.

We are recruiting to fill the position below:

Job Title: Client Advisor Assistant / Relationship Manager (Wealth Management)

Location: Lagos
Job type: Full-time
Grade: Analyst

Job Summary

• We are seeking a highly organised, detail-oriented and proactive Analyst to join our Wealth Management division as Client Advisor Assistant. 
• This role is designed to support the relationship managers in the detailed execution of client-related activities and to provide full operational and transactional backing across relationship management functions.
• The objective of this role is to enable the Client Advisor to focus their time on business development, winning new mandates, converting prospects and deepening strategic client relationships. 
• This is a demanding, fast-paced role requiring exceptional attention to detail, discretion and the ability to manage multiple priorities simultaneously.
• Cultural fit is critical, and it is vital that the candidate shares and upholds our values and beliefs.
• An existing understanding of asset management, wealth management banking, financial products and basic accounting is essential.

Key Responsibilities of this role include but are not limited to
Client Support & Relationship Backing:

• Support the relationship managers in managing day-to-day client interactions and service requirements.
• Prepare meeting materials, client presentations and portfolio reports.
• Attend client meetings where required and document follow-up actions.
• Track and manage client requests to ensure timely and accurate execution.
• Serve as secondary point of contact for operational client matters.
• Assist in maintaining detailed client records and documentation.

Portfolio Reporting & Analysis:

• Support performance tracking, asset allocation analysis and risk monitoring.
• Assist in preparing investment research summaries and commentary for clients.
• Coordinate with custodians and platform providers to obtain required data.
• Ensure accuracy and consistency of all client-facing reporting materials.

Execution & Operational Coordination:

• Support client onboarding processes including documentation and compliance requirements.
• Liaise with Operations, Compliance, Investment Advisory and external providers to ensure seamless execution.
• Monitor transaction processing and follow through to settlement confirmation.
• Assist with preparation of subscription documents and capital call notices where applicable.
• Maintain organised records of mandates, agreements and correspondence.

Business Development Support:

• Support the Client Advisor in preparing pitch materials for prospective clients.
• Assist in researching prospects and preparing briefing notes.
• Maintain pipeline tracking and follow-up schedules.
• Prepare financial illustrations and proposal documentation.
• Provide analytical support during new client conversion processes.

Administrative & Process Improvement:

• Identify opportunities to improve reporting efficiency and client servicing workflows.
• Maintain structured filing systems (digital and physical).
• Support preparation of internal performance dashboards.
• Contribute to continuous improvement of client experience processes.

Required Qualifications and Skills

• B.Sc Degree in Finance, Economics, Accounting, Business or related field.
• 1 – 4 years’ experience in wealth management, private banking, asset management, family office or financial services.
• CFA, CFP, CISI or equivalent designation preferred.
• Exceptional written and verbal, English language communication skills.
• Proficient in MacOS Keynote, Numbers and Pages.
• Proficient in MS Powerpoint & Word.
• High proficiency in Excel, including financial modelling and data analysis.
• Experience preparing client presentations, investment statements, transaction processing.
• Strong understanding of financial products and multi-asset class portfolios.
• Diligent, with excellent attention to detail and high accuracy in reporting.
• Strong numerical and analytical capability.
• Strong presentation and proposal development skills
• Exceptional interpersonal and communication skills    
• Strong organisational and time management skills, ability to manage multiple tasks simultaneously
• Target-driven and results-oriented, able to deliver on time, under pressure
• Highly adaptable, able to deal with ambiguity and change
• High integrity and able to handle confidential matters with absolute discretion
• Highly responsive and service-oriented mindset.
• Able to work in a fast-paced team with minimal supervision
• Proactive, dependable and solutions-focused
• Mature, reliable and professional.

Salary Range
N300,000 - N400,000 / month.

Application Closing Date
Not Specified.

Method of Application
Interested and qualified candidates should forward their CV to: pelumi.akinola@obsidian.capital using the position as subject of email.