PRIVATE WEALTH MANAGER AT UNOCASA LIMITED | ACCOUNTING JOBS IN ABUJA

About Company:

UnoCasa is a full service Human Resources Consultancy business with focus on Talent Acquisition, Learning & Development and Consultancy services. Our raison d’etre is the notion that your people are your advantage and proffer people-centric solutions to ensure your team accomplish your business goals.

Job Description:

We are seeking a high-velocity and structurally elite Private Wealth Manager to anchor the growth engine of our premium client portfolio. In a specialized financial landscape where institutional momentum is dictated by the speed of the acquisition and the precision of the risk-adjusted return success is defined by "Wealth Sovereignty", the ability to harmonize complex global market trends with the clinical precision required for Tailored Investment Solutions, AUM Growth, and Institutional Compliance. This role is designed for a "Wealth Architect" specifically a professional with 5–10 years of experience and a relevant degree (CFA/SEC licensure preferred)—who can blend "Commercial Grit" (identifying and onboarding HNWIs) with the "Technical Agility" required to provide advice across multiple asset classes and coordinate internal mandates.

Requirements:

1. Orchestration & Growth Governance

• AUM Sovereignty: Identify and onboard new HNWI and institutional clients with millimetric focus, acting as the primary "Source of Asset Growth."

• Solution Architecture: Deliver tailored investment advice across diverse asset classes, providing the "Structural Foundation" for client-specific financial goals.

• Integrity Stewardship: Ensure 100% adherence to regulatory requirements (KYC, AML, etc.), ensuring the "Source of Institutional Compliance" is elite and uncompromised.

2. Tactical Resilience & Relationship Logic

• Relational Sovereignty: Build and sustain high-trust relationships with elite clients, acting as the primary "Source of Client Retention."

• Portfolio Architecture: Monitor performance and provide high-fidelity updates to stakeholders, providing the "Functional Foundation" for transparent wealth management.

• Execution Stewardship: Coordinate with internal teams to execute complex client mandates, maintaining the "Source of Operational Fluidity."

3. Operational Integrity & Market Power

• Insight Sovereignty: Stay updated on global market trends and provide strategic insights, acting as the primary "Source of Alpha Generation."

• Revenue Architecture: Focus on consistent revenue generation through fee-based services and performance, providing the "Relational Foundation" for business sustainability.

• Velocity Logic: Utilize 5–10 years of asset management expertise to accelerate the "Onboarding-to-Investment" cycle, maximizing the "Source of Portfolio Throughput."

Qualifications and Skills:

Professional Profile

• Education: Bachelor’s degree in Finance, Economics, or Business.

• Experience: 5 – 10 years of progressive experience in wealth or asset management.

• Track Record: Proven success in managing HNWI or institutional portfolios and driving business development.

• Technical Power: Deep knowledge of financial markets and investment products.

• Certification: Relevant licenses (SEC) or certifications (CFA, CIS) are a significant advantage.

Core Competencies

• Relational Grit: Strong communication skills with a high level of professionalism and ethical standards.

• Wealth Sovereignty: Mastery of the "Client-Onboarding-to-Portfolio-Optimization" lifecycle.

• Execution Power: Ability to work cross-functionally to deliver bespoke financial solutions.

Salary

Application Closing Date: Not specified

Application Instructions:

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