• Application Deadline:
• Position: Team Lead - Wealth Management



• Job Type Full Time



• Qualification BA/BSc/HND , MBA/MSc/MA



• Experience 6 - 10 years



• Location Lagos




• Job Field Sales / Marketing / Retail / Business Development 
  
  

Description

• The Team Lead – Wealth Managementis responsible for managing and leading a team of wealth management professionals to deliver exceptional wealth management solutions to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).


• This role combines leadership, client relationship management, and strategic planning to grow the private banking segment while ensuring the highest standards of service and compliance.


• This role is pivotal in driving the growth of the wealth management business, fostering long-term client relationships, and positioning the team as a trusted provider of bespoke financial solutions.

Key Responsibilities

Team Leadership and Development:

• Lead, mentor, and manage a team of wealth management/ treasury sales officers, relationship managers, and support staff.


• Set performance targets and ensure team members achieve or exceed individual and team objectives.


• Provide ongoing coaching, training, and professional development to enhance team capabilities.

Client Relationship Management:

• Oversee the acquisition, retention, and growth of HNW and UHNW client relationships.


• Support team members in delivering personalized financial solutions, including wealth management, investment advisory, and credit services.


• Serve as a point of escalation for complex client issues, ensuring timely and effective resolution.

Strategic Planning and Business Development:

• Develop and execute strategies to grow the wealth management portfolio, including client acquisition and cross-selling opportunities.


• Collaborate with internal stakeholders to identify new products and services that meet client needs.


• Analyze market trends and competitor activities to inform strategic decisions.

Risk Management and Compliance:

• Ensure adherence to all regulatory and internal compliance requirements.


• Monitor team activities to maintain a high standard of ethical conduct and risk management.


• Regularly review client portfolios to ensure alignment with risk appetite and investment goals.

Operational Excellence:

• Oversee the day-to-day operations of the welath management team, ensuring efficiency and effectiveness in service delivery.


• Work with support teams to streamline processes and enhance client experiences.


• Prepare and present reports on team performance and market insights to senior management.

Requirements

Educational Qualifications and Experience:

• Bachelor's Degree in Finance, Economics, Business Administration, or a related field (MBA or equivalent is an advantage).


• 6–10 years of experience in private banking, wealth management, or a related field.


• Proven experience in leading and managing teams in a high-performance environment.

Skills:

• Strong knowledge of wealth management products, financial planning, and investment strategies.


• Excellent leadership, interpersonal, and communication skills.


• Demonstrated ability to build and maintain relationships with HNWIs and UHNWIs.


• Deep understanding of risk management and compliance frameworks.

Key Competencies:

• Leadership and Team Building


• Client-Centric Approach


• Strategic Thinking and Problem Solving


• Financial and Market Acumen


• Ethical Judgment and Integrity