• Application Deadline: Tue, 20 Jan 2026 00:00:00 GMT
• Position: Wealth Manager



• Job Type Full Time



• Qualification BA/BSc/HND



• Experience 5 years



• Location Lagos




• City Festac Town




• Job Field Finance / Accounting / Audit 
  
  

Job Summary

• We are seeking an experienced and motivated Wealth Manager to join our team.


• The ideal candidate will be responsible for managing high-value client portfolios, acquiring new clients, offering financial advisory, and driving revenue growth.


• This role requires strong financial knowledge, excellent client relationship skills, and the ability to deliver measurable results.

Key Responsibilities

• Acquire, manage, and grow a portfolio of high-net-worth clients.


• Provide tailored financial advisory and investment recommendations.


• Analyze clients’ financial goals and develop personalized wealth plans.


• Cross-sell financial products and services to drive portfolio growth.


• Monitor market trends, investment risks, and portfolio performance.


• Prepare and present financial reports and investment proposals.


• Build long-term trusted relationships with clients through regular engagements.


• Meet and exceed monthly and quarterly financial targets.


• Collaborate with internal teams to ensure smooth service delivery.


• Maintain confidentiality and comply with all regulatory and company requirements.

Requirements

• Bachelor’s Degree in Finance, Economics, Business Administration, or a related field.


• Minimum of 5 years experience in wealth management, investment banking, or financial advisory.


• Proven track record of achieving financial and portfolio targets.


• Strong understanding of investment products, financial markets, and risk management.


• Excellent communication, negotiation, and interpersonal skills.


• Analytical mindset with strong decision-making abilities.


• High level of professionalism, integrity, and client service orientation.

Preferred Skills:

• Certifications such as CFA, ACCA, ICAN, or related financial certifications (added advantage).


• Experience working with high-value clients and corporate executives.


• Strong networking ability and industry connections.