Investment Advisor (Associate Level) at a Leading Financial Services Firm - Kaplo Africa

Kaplo Africa - Our client, a leading financial services firm, is recruiting to fill the position below:

Job Title: Investment Advisor (Associate Level)

Location: Ikoyi, Lagos

Role Overview

• Our client is seeking a highly experienced Investment Advisor (Associate Level) to provide strategic investment guidance, manage client portfolios, and drive long-term wealth creation.
• This role is ideal for a commercially astute professional with strong market insight and a proven track record in advisory and portfolio management.

Key Responsibilities

• Provide tailored investment advice across asset classes aligned with clients’ financial goals
• Manage and grow high-value client portfolios with a focus on performance and risk optimization
• Conduct in-depth market research, financial analysis, and investment due diligence
• Build and maintain strong, trust-based relationships with clients and stakeholders
• Support business growth through client acquisition, retention, and cross-selling opportunities
• Ensure full compliance with regulatory and internal investment policies.

Requirements

• 6–10 years’ experience in investment advisory, wealth management, or asset management
• Strong understanding of capital markets, portfolio construction, and risk management
• Proven ability to manage high-net-worth or institutional clients
• Relevant degree in Finance, Economics, or related field; professional certifications are an advantage
• Excellent analytical, communication, and relationship management skills.

Why Join

• Opportunity to work with a reputable financial services brand
• Exposure to high-value clients and complex investment portfolios
• Competitive remuneration and clear career growth pathway.

Application Closing Date
19th January, 2026.