Client Advisor / Business Support Assistant

Fadac Resources and Services Limited is a professional consulting/recruitment company dedicated to connecting businesses with qualified, skilled, and reliable talent. We provide end-to-end recruitment solutions, from candidate sourcing and screening to interviews and placement, helping organizations build strong teams while providing job seekers with suitable career opportunities.

We are recruiting to fill the position below:

Job Title: Client Advisor / Business Support Assistant

Location: Lagos
Employment Type: Full-time
Grade: Analyst

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.
• An existing understanding of asset management, wealth management banking, financial products and basic accounting is essential.
• Cultural fit is critical, and it is vital that the candidate shares and upholds our values and beliefs.
• This is a demanding, fast-paced role requiring exceptional attention to detail, discretion and the ability to manage multiple priorities simultaneously.

Key Responsibilities of this role include but are not limited to

• Serve as secondary point of contact for operational client matters.
• Maintain organised records of mandates, agreements and correspondence. Business Development Support
• Ensure accuracy and consistency of all client-facing reporting materials. Execution & Operational Coordination
• Coordinate with custodians and platform providers to obtain required data.
• Contribute to continuous improvement of client experience processes.
• Client Support & Relationship Backing
• Maintain structured filing systems (digital and physical).
• Prepare meeting materials, client presentations and portfolio reports.
• Identify opportunities to improve reporting efficiency and client servicing workflows.
• Assist in preparing investment research summaries and commentary for clients.
• Assist in researching prospects and preparing briefing notes.
• Liaise with Operations, Compliance, Investment Advisory and external providers to ensure seamless execution.
• Support preparation of internal performance dashboards.
• Prepare financial illustrations and proposal documentation.
• Attend client meetings where required and document follow-up actions.
• Support the Client Advisor in preparing pitch materials for prospective clients.
• Maintain pipeline tracking and follow-up schedules.
• Support performance tracking, asset allocation analysis and risk monitoring.
• Monitor transaction processing and follow through to settlement confirmation.
• Provide analytical support during new client conversion processes. Administrative & Process Improvement
• Track and manage client requests to ensure timely and accurate execution.
• Assist in maintaining detailed client records and documentation. Portfolio Reporting & Analysis
• Assist with preparation of subscription documents and capital call notices where applicable.
• Support client onboarding processes including documentation and compliance requirements.
• Support the relationship managers in managing day-to-day client interactions and service requirements.

Required Qualifications and Skills

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

How to Apply
Interested and qualified candidates should forward their CV to: [email protected] using the Job Title as the subject of the email.