Maurice Xandra Solutions Limited is a management consulting company that renders quality services in Human Resource, Management and Process improvement. MXS Limited was set up to provide high quality, up to date training, team management and process improvement services for its clients.
We are recruiting to fill the position below:
Job Title: Senior Wealth Advisor
Location: Lagos
Job Summary
- We are seeking a Senior Wealth Advisor to lead their client advisory team, drive wealth growth strategies, and deliver tailored financial solutions for high-net-worth and institutional clients.
Responsibilities
- Develop and execute personalized wealth management strategies.
- Manage and grow portfolios of HNIs and institutional clients.
- Provide investment advice on portfolio construction, asset allocation, and risk assessment.
- Collaborate with investment and research teams on suitable opportunities
- Drive business development through client acquisition and relationship management.
- Stay updated on market trends, regulations, and emerging investment opportunities.
- Lead complex advisory engagements and mentor junior advisors.
Requirements
- Bachelor's Degree in Finance, Economics, Business Administration, or related field.
- 8-10 years senior-level experience in wealth advisory with strong client acquisition and portfolio growth record.
- Solid understanding of financial markets, investment products, and portfolio strategies.
- Excellent relationship management, communication, and presentation skills.
Application Closing Date
Not Specified.
How to Apply
Interested and qualified candidates should send their CV to: hr@mauricexandra.com using the Job Title as the subject of the email.
https://www.hotnigerianjobs.com/hotjobs/864576/senior-wealth-advisor-at-maurice-xandra-solutions.html