Trust Advisor

Job Title: Trust Advisor
Department: Sales and Trust Services
Reports To: Head, Sales and Trust Services
Location: Lagos, Nigeria
Employment Type: Full-Time

About the Company

Our client is a leading African financial services institution committed to promoting financial independence, sustainable wealth creation, and the preservation of wealth across generations. Through its integrated financial solutions, the organisation supports individuals, businesses, and institutions in building and protecting their financial future.

The organisation is committed to fostering an inclusive workplace that values professionalism, integrity, innovation, and equal opportunities.

Role Summary

The Trust Advisor will be responsible for driving the growth and delivery of trust and agency services across corporate, public, and private client segments within the Lagos market. The successful candidate will develop and manage a portfolio of high-net-worth clients, strengthen existing relationships, and generate new business opportunities through strategic networking and market intelligence.

The role involves providing tailored wealth management, investment advisory, financial planning, and estate planning solutions while collaborating with internal stakeholders to deliver comprehensive client services. The ideal candidate must demonstrate strong commercial acumen, excellent relationship management skills, regulatory awareness, and a high level of integrity and confidentiality.

Key Responsibilities

• Support the implementation of business strategies for corporate, public, and private trust and agency services.
• Develop and manage a portfolio of high-net-worth individuals with liquid assets of ₦100 million and above.
• Identify, pursue, and convert new business opportunities to drive revenue growth and expand the client base.
• Build and maintain strong relationships with existing and prospective clients, including corporate organisations, public institutions, and private clients.
• Provide tailored wealth management solutions, including investment management, financial planning, estate planning, and fiduciary services.
• Administer and manage trust arrangements and company structures in line with applicable legal and regulatory requirements.
• Conduct market research and monitor economic developments, industry trends, and regulatory changes to identify business opportunities and advise clients appropriately.
• Collaborate with internal teams to deliver integrated, client-focused financial and fiduciary solutions.
• Engage confidently with clients on financial, investment, estate planning, and wealth preservation matters.
• Maintain accurate client records and ensure strict compliance with confidentiality, ethical, and professional standards.
• Monitor portfolio performance, identify opportunities for deeper client engagement, and contribute to the achievement of departmental business targets.

Requirements and Qualifications

• Bachelor's degree in Law or another relevant discipline.
• A postgraduate degree and/or relevant professional certification will be an added advantage.
• Minimum of four (4) years of relevant experience in legal services, financial services, trust administration, wealth management, or a related field.
• Demonstrable experience in the administration of trusts and company structures.
• Proven ability to develop new business, acquire clients, and grow client portfolios.
• Working knowledge of Nigerian tax laws, estate planning principles, trust investment management, and relevant regulatory requirements.

Required Skills and Competencies

• Strong business development, sales, negotiation, and client relationship management skills.
• Excellent written and verbal communication, presentation, and interpersonal skills.
• Ability to engage credibly and confidently with high-net-worth individuals, senior executives, and institutional clients.
• Strong commercial awareness and the ability to identify and convert business opportunities.
• Excellent organisational, planning, and time-management skills, with the ability to meet tight deadlines.
• High standards of integrity, discretion, and confidentiality when handling sensitive client information.
• Ability to take initiative, learn quickly, and adapt to changing business priorities.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office applications.

Key Success Factors

The successful candidate will be expected to demonstrate:

• Growth in the acquisition and retention of high-net-worth clients.
• Achievement of business development and revenue targets.
• Effective management of trust and agency client portfolios.
• Strong client satisfaction and relationship retention.
• Compliance with applicable legal, regulatory, and ethical requirements.
• Consistent delivery of high-quality, client-focused wealth and fiduciary solutions.

Compensation and Benefits

The organisation offers a competitive compensation and rewards package, retirement benefits, employee benefits designed to support long-term financial wellbeing, and flexible work arrangements.

Equal Opportunity Statement

Our client is an equal opportunity employer committed to maintaining an inclusive and professional work environment. All qualified candidates will be considered fairly, without discrimination on any status protected by applicable law.

Pay: ₦500,000.00 - ₦700,000.00 per month

Work Location: In person