• Application Deadline:
• Position: Senior Wealth Manager



• Job Type Full Time , Hybrid



• Qualification BA/BSc/HND



• Experience 6 - 10 years



• Location Lagos




• Job Field Sales / Marketing / Retail / Business Development 
  
  

Job Summary

• We are seeking an experienced Senior Wealth Manager, who will be responsible for driving high-value customer acquisition, portfolio growth, advisory excellence, and relationships management for affluent and upper–mass market customers. This role leads business development efforts, manages large ticket portfolios, and supports the overall growth strategy of the Wealth team by generating sustainable monthly revenue contributions. The successful candidate will play a critical role mentoring other Wealth Managers and collaborate closely with leadership to shape customer experience and product performance.

What you will be doing

Client Acquisition & Portfolio Growth

• Source, acquire, and onboard high-value customers (HNI/upper mass market) into the bank’s wealth portfolio.


• Deliver consistent monthly business targets in line with team objectives.


• Build and manage a strong pipeline of prospects through networks, referrals, events, and market intelligence.


• Lead strategic initiatives to grow deposits, investment, and credit-linked wealth products.

Relationship Management & Advisory

• Provide tailored financial advisory services based on client needs, goals, and risk appetite.


• Conduct regular portfolio reviews to optimize client satisfaction and retention.


• Ensure prompt resolution of client issues while delivering premium customer experience.


• Maintain high professional standards and strong compliance with advisory processes.

Business Strategy and Revenue Delivery

• Contribute to the development of wealth products and go-to-market strategies.


• Drive revenue growth through deposits, investment products, structured wealth solutions, and SME-linked offerings.


• Collaborate with Finance and Product teams to align offerings with customer needs.

Team Leadership and Mentorship

• Provide guidance, coaching, and performance support to Wealth Managers and Analysts.


• Support team-based performance tracking and help improve conversion ratios.


• Share market insights and best practices within the team.

Compliance and Risk Management

• Ensure adherence to regulatory guidelines (CBN, AML/CFT, Data Privacy).


• Maintain clean KYC, onboarding, and documentation standards.


• Identify and escalate potential compliance or operational risks.


• Ensure ethical sales practices across all client interactions

Reporting and Performance Monitoring

• Prepare weekly and monthly business performance updates.


• Maintain accurate records of client engagements and portfolio performance.


• Use CRM and internal tools to ensure data completeness and reporting accuracy

Requirements

Special Skills and Qualifications 

• Bachelor’s degree in Finance, Business Administration, Economics, or related fields.


• 6–10 years and above of relevant experience in Wealth Management, Funds Mobilization, Private or Affluent Banking.


• Proven track record in meeting large monthly targets.


• Greater than 80% month on month customer retention.


• Strong networks within affluent and business communities.


• Strong experience leveraging digital platforms for customer acquisition and retention.


• Solid experience managing high-value portfolios and advisory relationships.


• Excellent relationship management and networking skills.


• Strategic thinking and financial acumen.


• Strong analytical and problem-solving skills.


• Exceptional communication negotiation, and stakeholder engagement skills.