Wealth Manager

Greater Accra
Permanent
Full-time

1 month ago
Apply easily

Our client, a leading global asset management firm seeks an enthusiastic, goal-driven, and dynamic
individual to act as an Entrepreneur in Residence (EIR) to spearhead our expansion in Ghana and the
African region with a strong sense of integrity to fill this vacant position.Job Summary:
This role is ideal for seasoned wealth managers/financial advisors with a strong network among high-
networth (HNW) and ultra-high-net-worth (UHNW) individuals, institutions, and family offices.Key Responsibilities:
1. Business Growth & Fundraising

Raise a minimum of USD 5 million in Assets Under Management (AUM) from HNW/UHNW clients, family offices, and institutions (will vary as per salary/ seniority bands).

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

2. Market Development & 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.

3. Investment Advisory Services, Portfolio management & Estate Planning

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.

Leverage our global expertise to deliver premium investment solutions to the investors in the region.

4. Strategic & Operational Execution

Operate independently while collaborating with our global team.

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

Ensure all business activities comply with and international regulations.

5. Seek strategic tie up with a local firm who has regulatory approval / license to market offshore
funds and get the product baskets approved through this partner for local market expansion.6. Build highly compliant distribution network as a strategic intent.What We Offer:

Competitive Retainer + 0.25% on AUM raised.

Full entrepreneurial flexibility to build and scale the business within the region.

Access to world-class investment products and global wealth solutions.

Support from top-tier asset management firms, including marketing, compliance, and operations.

What you are:

A highly connected financial professional from the wealth management space.

Proven track record in fundraising, asset raising, and business development.

Deep expertise in wealth management, investment advisory, estate planning, and trust structures.

Entrepreneurial mindset with strong negotiation and relationship-building skills.

Ability to work independently and drive aggressive growth.

Qualifications and Competencies

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), as per local regulatory and/or industry requirements.

Existing relationships with HNW/UHNW individuals and institutions.

BusinessGhana