Head, High Value Client (HVC) Management at Alan & Grant

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
12 days ago

Additional Details

Job ID
133485
Job Views
33

Job Description






Job Description




  • Our client is seeking a Head of High Value (HVC) Client Management to lead the strategy, growth, and performance of the HVC segment across all ARM subsidiaries.

  • This role is responsible for managing relationships with High Net Worth (HNW), Ultra High Net Worth (UHNW) clients, and Family Offices.

  • The ideal candidate will drive asset and revenue growth while delivering tailored solutions in financial planning, private wealth management, securities brokerage, and estate planning.

  • Strong leadership skills and a proven track record of serving high-value clients are essential for success in this role.



Key Responsibilities




  • Set and Lead HVC Strategy: Develop and execute a unified strategy to grow the HVC segment, ensuring alignment with the group’s overall sales goals.

  • Client Experience Leadership: Design tailored engagement strategies for HNW/UHNW clients and Family Offices, ensuring seamless and valuable client experiences across all business lines.

  • Drive Growth: Lead efforts to increase assets under management (AUM), boost revenue, and improve client retention through acquisition, cross-selling, and deeper client relationships.

  • Build a Strong HVC Team: Lead a high-performing advisory team, set clear performance targets, drive internal training, and promote a culture of accountability and client-focus.

  • Own HVC P&L: Manage revenue growth, control costs, and ensure strong financial performance across the HVC portfolio.

  • Customized Wealth Solutions: Work with product specialists to deliver personalized investment portfolios, estate plans, trusts, and succession strategies aligned with client goals.

  • Market & Portfolio Insights: Stay informed on market trends, share insights, and guide both clients and team members with expert recommendations.

  • Risk & Compliance Oversight: Ensure all client activities meet regulatory standards, manage portfolio risks, and maintain accurate documentation. Collaborate closely with legal and risk teams to uphold strong governance.



Requirements




  • Bachelor’s degree in finance, Business Administration, Economics, or a related field. A master’s degree or relevant professional certification (e.g., CFA, CISI, CFP) is preferred.

  • 15+ years of experience in private wealth management or financial services, including at least 5 years in a senior client-facing or leadership role.

  • Demonstrated success in managing HNW relationships and delivering integrated financial solutions.

  • Experience working across multiple business lines or within a group structure is an advantage.

  • Strong knowledge of financial markets and investment products.

  • Excellent communication, negotiation, and presentation skills.

  • High ethical standards and a commitment to maintaining client confidentiality.



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