Senior Client Advisor / Relationship Manager, Wealth ...

Senior Client Advisor/Relationship Manager Our client is an independent investment banking and corporate advisory firm. They are seeking a highly driven, commercially astute and entrepreneurial Senior Client Advisor/Relationship Manager to join our Wealth Management division. This role is central to the growth strategy of the firm. The successful candidate will be responsible for originating new ultra high net-worth (UHNW) client relationships, growing Assets Under Management (AUM), deepening existing client engagements, and contributing directly to the firm's financial performance targets. Key Responsibilities: Business Development & Client Acquisition Originate and onboard new UHNW client relationships through personal networks, referrals, and strategic outreach Identify and pursue new opportunities across Abuja, Lagos, London, Chicago, and Dubai Develop and execute a structured business development plan aligned with firm growth objectives Present the Firm's value proposition to prospects and intermediaries Convert prospects into long-term advisory relationships Retain client Assets Under Management (AUM) Drive measurable growth in AUM by achieving defined revenue and AUM growth targets Client Relationship Management Serve as primary relationship manager for assigned clients Develop deep understanding of client financial objectives, risk appetite, and long term goals. Coordinate with the Investment Advisory team to deliver tailored portfolio solutions. Ensure exceptional client experience through proactive communication and responsiveness. Manage onboarding processes, documentation, and ongoing service requirements. Retain and grow existing client relationships through cross-selling and strategic engagement Achieve agreed AUM growth and revenue targets. Monitor profitability of client relationships. Identify opportunities to increase wallet share within existing relationships. Support pricing discussions and fee negotiations in alignment with firm policy. Contribute to the firm's overall financial performance objectives. Brand Representation & Market Positioning Represent the Firm at industry events, networking functions, and private forums. Build relationships with professional intermediaries (lawyers, accountants, trustees, corporate advisors). Strengthen the firm's market visibility within UHNW and family office circles. Contribute to thought leadership and strategic positioning initiatives. Mentor and develop junior talent as the firm grows. Required Qualifications: BSc Degree in Finance, Economics, Business or related field. MBA, CFA, CISI, or CFP designation or equivalent qualification strongly preferred. Minimum 10+ years' experience in private banking, wealth management, family office, or asset management. Proficient in MacOS Keynote, Numbers and Pages. Proficient in MS Power point, Excel & Word. Demonstrated track record of bringing in new client assets. Solid numeric ability. Strong presentation and proposal development skills. Portable book of UHNW/HNW client relationships preferred. Strong understanding of multi-asset investment solutions and financial products. Proven ability to grow revenue and meet performance targets. Experience managing complex, multi jurisdictional client relationships. Strong network of UHNW clients and prospects. Skilled in identifying client needs and structuring tailored investment solutions. Highly trusted advisor with strong emotional intelligence. Ability to manage complex client situations with discretion and maturity. Solid understanding of asset allocation, portfolio construction, and financial products. Ability to collaborate effectively with investment teams and product specialists. Highly entrepreneurial and commercially motivated. Target-driven and results-oriented, able to deliver on time, under pressure. Highly adaptable, able to deal with ambiguity and change.

Created: 2026-03-04