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Senior Investment Advisor

ERecruiter

Job Location:

Lagos - Nigeria

Salary: Not provided by the employer

Experience Required: 10years

Posted: 8 October 2026 (2 days ago)

Application Deadline: 5 January 2027

Vacancies: 1 Vacancy

Job Summary

Our client is an independent investment banking and corporate advisory firm. They are looking to hire a dynamic and entrepreneurial Senior Investment Advisor to join their Wealth Management division. The ideal candidate must have an existing knowledge of asset management wealth management banking structured finance and basic accounting.

Key Responsibilities:

Investment Strategy & Advisory

Leading investment strategy and portfolio construction.
Develop and oversee the firms 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 firms 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 firms 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 firms 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 the companys 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 firms 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 firms full proposition to clients.
Play a leading role in expanding the firms reach across London Lagos Chicago Abuja and Dubai.

Firm Leadership & Growth

Work to refine the firms 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 Firms brand and reputation in global markets.
Mentor and develop junior talent as the firm grows.
Market the clients Wealth Management proposition through external media positioning and speaking opportunities

Key Requirements:
Minimum 10 years experience in investment management ideally within a family office private bank fund company asset manager or institutional allocator.
BSc Degree in Finance Economics or related field.
MBA CFA CIMA or CFP designation or equivalent qualification strongly preferred.
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.
Strong investment research and analysis skills
Thorough knowledge of the financial industry and financial products
Highly proficient in the preparation of investment research reports
Strong global network of investment managers banks and service providers
Able to handle confidential matters with absolute discretion
Track record of advising UHNW clients and supporting business development.
Extensive experience working with investment teams asset managers platform managers investment strategists and consultants
Experience building or scaling an investment platform while making decisions around numerous 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