Private Wealth Officer - Lagos

Job Summary

The Position Holder is responsible for end‑to‑end operational support for private wealth and high‑net‑worth clients, ensuring efficient execution of client instructions, accurate record‑keeping, and high‑quality service delivery.

Job Details

Account for contributions received, withdrawal requests from portfolio clients, corporate actions on investments, withdrawal payments to portfolio clients and daily valuation reports of all private portfolios in an accurate and timely promptly.
Undertake monthly asset reconciliation of private portfolios against third party confirmation such as CSCS, Bonds statement and Custodian’s portfolio valuation reports and ensure prompt resolution of reconciliation variances.
Ensure daily bank reconciliation is caried out for all private portfolios and ensure that all transactions are promptly and accurately recognised before the valuation process is undertaken.
Respond to queries and clarifications from relationship managers on client complaints and requests ensuring that resolutions are swift, satisfactory and quality service is delivered.
Ensure compliance with instituted controls within the team, ensuring daily call overs are provided to the team lead timely for review and reports are completed within agreed timelines.
Ensure corporate actions are researched daily and applicable actions are recognised on the core investment application timely and accurately.
Ensure standing orders are treated promptly and accurately making adequate provisions for portfolio liabilities.
Ensure that all client reporting is carried out within agreed timelines with no room for errors

Requirements

Required Knowledge, Skills, and Abilities

Financial Expertise especially in accounting principles and reporting
Leadership and Communication
Good knowledge of MS Excel and other MS Office Applications
Must demonstrate professional and ethical business practices.
Adherence to company standards, and a commitment to personal and professional development.

Generic Skills

Excellent written and verbal communication skills.
Confident.
Have initiative.
Ability to work independently as well as in a team.
Ability to prioritize and manage varied and fast-moving workload.
Ability to think strategically and adopt problem solving approach to issues.
Must have strong drive towards learning and self-improvement

Minimum Qualification

ACA or ACCA is an added advantage
Possession of a post graduate qualification (MBA or MSc) is an added advantage
Possession of CFA, CISI, CIS is an added advantage

Minimum Experience

1-year post-university experience in the financial sector.

About Company

ARM Holding Company Limited

https://arm.seamlesshiring.com

Asset & Resource Management Company Limited (ARM) was founded in 1994 as an asset management firm.We provide a broad range of unique wealth creation services by offering traditional asset management services as well as alternative investments through our private funds business. ARM currently manages total assets of circa N540 billion. Over the last twenty years, we have built a strong reputation both locally and internationally through in-depth, high-quality research, investment management expertise, and value-adding products and services. Our clients range from corporations to private and public institutions and include high net-worth investors and small savers.