Wealth Management Analyst

Wealth Management Analyst

Location :Lagos, Nigeria

Employment Type**:Full-Time**

Job Summary

We are seeking a highly organised, analytical and detail-oriented Wealth Management Analyst to support the Wealth Management team in delivering exceptional client service and ensuring the efficient execution of client-related, investment and operational activities.

The successful candidate will work closely with Client Advisors/Relationship Managers, providing analytical, portfolio reporting, client servicing and operational support. The role will enable the Client Advisor to focus on business development, client acquisition and relationship management.

Key Responsibilities

Client & Relationship Support

• Support Client Advisors/Relationship Managers with day-to-day client requirements.
• Prepare client presentations, meeting materials and portfolio reports.
• Attend client meetings when required and document follow-up actions.
• Track client requests and ensure timely resolution.
• Maintain accurate client records and documentation.
• Serve as a secondary point of contact for operational client matters.

Portfolio Reporting & Analysis

• Support portfolio performance tracking, asset allocation analysis and risk monitoring.
• Assist with investment research and preparation of client investment commentary.
• Coordinate with custodians and investment platform providers to obtain relevant information.
• Ensure accuracy and consistency of client-facing reports.

Investment Operations

• Support client onboarding, documentation and compliance requirements.
• Coordinate with Operations, Compliance, Investment Advisory and external service providers.
• Monitor transaction processing and follow through to settlement.
• Assist with subscription documentation and capital call notices where applicable.
• Maintain organised records of mandates, agreements and correspondence.

Business Development Support

• Assist in preparing presentations and pitch materials for prospective clients.
• Conduct prospect research and prepare briefing notes.
• Maintain pipeline tracking and follow-up schedules.
• Prepare financial illustrations and proposal documentation.
• Provide analytical support during new-client conversion.

Process Improvement

• Identify opportunities to improve client-servicing and reporting processes.
• Support internal performance dashboards and reporting.
• Maintain structured digital and physical filing systems.
• Contribute to initiatives that improve the overall client experience.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, Business Administration or a related field.
• 1–4 years' relevant experience in wealth management, private banking, asset management, family office or financial services.
• CFA, CFP®, CISI or an equivalent professional qualification is an advantage.
• Good understanding of financial products, investment products and multi-asset portfolios.
• Experience with client reporting, investment statements and transaction processing.
• Strong Excel skills, including financial modelling and data analysis.
• Proficiency in Microsoft Word and PowerPoint; familiarity with MacOS productivity applications is an advantage.
• Strong numerical, analytical and research skills.
• Excellent written and verbal communication skills.
• Strong presentation and proposal-development abilities.
• Exceptional attention to detail and accuracy.
• Strong organisation and time-management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• High level of integrity and discretion when handling confidential information.
• Proactive, dependable and solutions-oriented.
• Ability to work independently with minimal supervision.

Pay: ₦500,000.00 - ₦800,000.00 per month

Work Location: In person