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Client Adviser (Wealth Management / Family Office) at Kaplo Africa

  • Job Type Full Time
  • Qualification BA/BSc/HND
  • Experience 8 – 12 years
  • Location Lagos
  • City Ikoyi
  • Job Field Customer Care

Client Adviser (Wealth Management / Family Office) at Kaplo Africa

Client Adviser (Wealth Management / Family Office)

Role Overview

  • We are seeking a highly experienced Client Adviser to manage and grow relationships with high-net-worth individuals and families. The ideal candidate will deliver bespoke wealth management solutions, provide trusted financial counsel, and act as a long-term partner in preserving and growing client wealth.

Key Responsibilities

  • Serve as the primary adviser to HNW/UHNW clients and family offices
  • Develop and manage tailored investment, estate, and wealth preservation strategies
  • Drive client acquisition, retention, and portfolio growth
  • Coordinate with internal investment, legal, and tax teams to deliver holistic solutions
  • Maintain the highest standards of confidentiality, compliance, and professionalism

Requirements

  • 8–12 years’ experience in wealth management, private banking, or family office advisory
  • Proven track record managing HNW/UHNW client portfolios
  • Strong advisory, relationship management, and business development skills
  • Excellent communication, discretion, and strategic thinking abilities
  • Relevant professional certifications are an added advantage.

Why Join

  • Work with a prestigious client base in a premium location
  • Competitive compensation and performance incentives
  • Opportunity to play a trusted advisory role with real impact
  • Female candidates are encouraged to apply; all qualified professionals are welcome

Method of Application

Interested and qualified candidates should send their CV to: kaploafrica@gmail.com using “Client Adviser (Wealth Management / Family Office)” as the subject of the mail.

Note: Only candidates who meet all the stated requirements will be contacted.

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