Jobs at TeamAce Limited

Job Summary

• As the Wealth Adviser, you will be responsible for acquiring and managing investor relationships, growing Assets Under Management (AUM), and delivering tailored investment solutions while ensuring exceptional client experience and regulatory compliance.

Responsibilities

• Acquire and manage relationships with high-net-worth and mass affluent investors
• Build and grow a personal AUM portfolio through client acquisition, referrals, and networking
• Present investment products and provide tailored financial solutions based on client needs
• Ensure full compliance with KYC requirements and regulatory standards
• Maintain accurate client records, pipeline activities, and investor communications using CRM tools.

Requirements

• Bachelor’s Degree in Finance, Economics, Business Administration, or a related field
• Professional certifications such as CFA, CISI, CIPM, or equivalent are an added advantage
• 3-5 years experience in wealth management, private banking, investment advisory, or financial services
• Strong understanding of Nigerian capital markets, fixed income products, and SEC regulations
• Excellent communication, relationship management, and business development skills.

go to method of application »

Job Summary

• As the Wealth Advisory Lead, you will be responsible for leading the wealth advisory team, driving assets under management (AUM) growth, managing high-value investor relationships, and executing client acquisition strategies to support business growth.

Responsibilities

• Lead and develop the Wealth Advisory team to achieve individual and collective AUM growth targets
• Manage relationships with high-net-worth individuals (HNIs) and institutional investors while driving client acquisition initiatives
• Develop and implement investor engagement strategies, referral programs, and wealth management solutions
• Monitor team performance, pipeline activities, and AUM growth while providing regular reports to executive management
• Ensure compliance with KYC requirements, SEC regulations, and internal governance standards

Requirements

• Bachelor's Degree in Finance, Economics, Business Administration, or a related field; MBA, CFA, CISI, or other relevant professional certifications are an added advantage
• Minimum of 5 years' experience in wealth management, investment advisory, private banking, asset management, or financial services, with at least 2 years in a leadership role
• Proven track record of building and managing a significant Assets Under Management (AUM) portfolio
• Strong knowledge of investment products, capital markets, fixed income instruments, and regulatory requirements
• Excellent leadership, relationship management, business development, and stakeholder engagement skills.

go to method of application »

Job Summary

• As the Relationship Manager, you will be responsible for managing investor relationships, driving assets under management (AUM) growth, and acquiring new clients while delivering exceptional wealth management solutions.

Responsibilities

• Build and maintain strong relationships with high-net-worth individuals (HNIs) and institutional investors to drive portfolio growth
• Identify and acquire new clients through referrals, networking, and business development initiatives
• Promote investment products and provide tailored wealth management solutions to meet client objectives
• Manage investor portfolios, maintain accurate client records, and provide regular performance updates
• Ensure compliance with KYC requirements, regulatory standards, and internal policies in all client interactions.

Requirements

• Bachelor's Degree in Finance, Economics, Business Administration, or a related field; MBA, CFA, CISI, or other relevant professional certifications are an added advantage
• Minimum of 5 years' experience in relationship management, wealth management, investment advisory, private banking, or asset management
• Proven track record of managing and growing a portfolio of high-value clients and investment assets
• Strong knowledge of investment products, capital markets, fixed income instruments, and wealth management solutions
• Excellent communication, relationship management, negotiation, and business development skills.