Client Advisor / Relationship Manager, Wealth Management at Kloverharris Limited

Job Summary

• 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 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 and Skills

• BSc Degree in Finance, Economics, Business or related field.
• MBA, CFA, CISI, or CFP® designation or equivalent qualification strongly preferred
• 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 prospects
• Exceptional 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 product specialists
• 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
• Minimum 10+ years’ experience in private banking, wealth management, family office, or asset management.
• Mature, reliable and professional.