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

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