Jobs at Kaplo Africa

Job Description

• We are seeking a highly organised, detail-oriented and proactive Analyst to join our Wealth Management Division as Client Advisor Assistant.
• This role is designed to support the Relationship Managers in the detailed execution of client-related activities and to provide full operational and transactional backing across relationship management functions.
• The objective of this role is to enable the Client Advisor to focus their time on business development, winning new mandates, converting prospects and deepening strategic client relationships.
• This is a demanding, fast-paced role requiring exceptional attention to detail, discretion and the ability to manage multiple priorities simultaneously. Cultural fit is critical, and it is vital that the candidate shares and upholds our values and beliefs. An existing understanding of asset management, wealth management banking, financial products and basic accounting is essential.

Key Responsibilities of This Role Include but Are Not Limited to
Client Support & Relationship Backing:

• Support the Relationship Managers in managing day-to-day client interactions and service requirements.
• Prepare meeting materials, client presentations and portfolio reports.
• Attend client meetings where required and document follow-up actions.
• Track and manage client requests to ensure timely and accurate execution.
• Serve as secondary point of contact for operational client matters.
• Assist in maintaining detailed client records and documentation.

Portfolio Reporting & Analysis:

• Support performance tracking, asset allocation analysis and risk monitoring.
• Assist in preparing investment research summaries and commentary for clients.
• Coordinate with custodians and platform providers to obtain required data.
• Ensure accuracy and consistency of all client-facing reporting materials.

Execution & Operational Coordination:

• Support client onboarding processes, including documentation and compliance requirements.
• Liaise with Operations, Compliance, Investment Advisory and external providers to ensure seamless execution.
• Monitor transaction processing and follow through to settlement confirmation.
• Assist with preparation of subscription documents and capital call notices where applicable.
• Maintain organised records of mandates, agreements and correspondence.

Business Development Support:

• Support the Client Advisor in preparing pitch materials for prospective clients.
• Assist in researching prospects and preparing briefing notes.
• Maintain pipeline tracking and follow-up schedules.
• Prepare financial illustrations and proposal documentation.
• Provide analytical support during new client conversion processes.

Administrative & Process Improvement:

• Identify opportunities to improve reporting efficiency and client servicing workflows.
• Maintain structured filing systems (digital and physical).
• Support preparation of internal performance dashboards.
• Contribute to continuous improvement of client experience processes.

Required Qualifications and Skills

• BSc Degree in Finance, Economics, Accounting, Business or related field.
• CFA, CFP®, CISI or equivalent designation preferred.
• Exceptional written and verbal English language communication skills.
• Proficient in MacOS Keynote, Numbers and Pages.
• Proficient in MS PowerPoint and Word.
• High proficiency in Excel, including financial modelling and data analysis.
• Experience preparing client presentations, investment statements and transaction processing.
• Strong understanding of financial products and multi-asset class portfolios.
• Diligent, with excellent attention to detail and high accuracy in reporting.
• Strong numerical and analytical capability.
• Strong presentation and proposal development skills.
• Exceptional interpersonal and communication skills.
• Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously.
• Target-driven and results-oriented, able to deliver on time under pressure.
• Highly adaptable, able to deal with ambiguity and change.
• High integrity and able to handle confidential matters with absolute discretion.
• Highly responsive and service-oriented mindset.
• Able to work in a fast-paced team with minimal supervision.
• Proactive, dependable and solutions-focused.
• 1–4 years’ experience in wealth management, private banking, asset management, family office or financial services.
• Mature, reliable and professional.

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Job Summary

• We are seeking a skilled and patient-centered Medical Doctor to deliver high-quality clinical care, ensure accurate diagnosis and treatment, and uphold best medical practices within a fast-growing healthcare services company in Yaba.

Key Responsibilities

• Examine, diagnose, and treat patients in line with standard medical protocols
• Prescribe medications and develop effective treatment plans
• Monitor patient progress and maintain accurate medical records
• Collaborate with nurses and other healthcare professionals to ensure optimal care
• Uphold ethical standards, patient confidentiality, and clinical excellence

Requirements

• MBBS or equivalent qualification
• Fully registered with MDCN and licensed to practice in Nigeria
• 1–3 years clinical experience (preferred)
• Strong diagnostic, communication, and patient-care skills
• .bility to work effectively in a fast-paced clinical environment.

What we offer:

• Supportive work environment, including phone line, data and call time
• Annual healthcare cover
• Opportunity for professional growth and impact