Senior Client Advisor / Relationship Manager, Wealth Management at Kaplo Africa

Job Description


We are seeking a highly driven, commercially astute and entrepreneurial senior 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.
This is a senior, revenue-generating role suited to a relationship-driven professional who combines strong investment knowledge with proven business development capability.
The position is fast-paced, performance-oriented, and highly visible within the organisation. Cultural alignment, discretion, and professionalism are essential.


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


Revenue & Performance Management:


Achieve agreed AUM growth and revenue targets
Monitor profitability of client relationships
Identify opportunities to pincrease 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 and Skills


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.
Excellent ability to speak and write English language
Proficient in MacOS Keynote, Numbers and Pages
Proficient in MS Powerpoint, Excel & Word
Demonstrated track record of bringing in new client assets
Diligent, with excellent attention to detail
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 prospectsExceptional interpersonal and communication skills
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 productspecialists
Highly entrepreneurial and commercially motivated
Strong organisational and time management skills
Target-driven and results-oriented, able to deliver on time, under pressure
Highly adaptable, able to deal with ambiguity and change
Entrepreneurial mindset, with ability to thrive in a lean and fast-growing environment
High integrity and able to handle confidential matters with absolute discretion
Able to work independently in a fast-paced, team with minimal supervision.
Proactive, with good decision-making capacity
Mature, reliable and professional