Financial Services Jobs

Permanent/Full Time

3 - 5 Years

First Degree

Finance Jobs

GH¢1,000.00 - GH¢2,000.00

5+ years of experience in wealth management, private banking, investment advisory, or family offices. Relevant financial certifications/ qualifications (CFA, CFP, CAIA preferred but not required), Established relationships with high-net-worth and ultra-high-net-worth individuals and institutions

2025-07-31

• Achieve a minimum of USD 5 million in Assets Under Management (AUM) from high-net-worth and ultra-high-net-worth clients, family offices, and institutions, with targets varying based on salary and seniority levels.


• Develop and execute fundraising strategies, securing long-term investor partnerships.


• Build strategic alliances with financial institutions, family offices, and distribution partners.


• Engage with regulatory bodies and market stakeholders to ensure compliance and smooth operations.


• Provide tailored Investment Advisory Services & portfolio management solutions to HNW/UHNW clients, permissible as per local laws and regulations.


• Offer estate planning services, including trust structuring, succession planning, and tax optimization.


• Operate independently while collaborating with our global team.


• Deliver regular market insights, performance updates, and reports to senior management.

Cantonments

Greater Accra

Kojo Thompson Road