• Application Deadline:
• Position: Wealth Officer



• Job Type Full Time



• Qualification BA/BSc/HND



• Experience 5 - 7 years



• Location Lagos




• Job Field Sales / Marketing / Retail / Business Development 
  
  

Job Summary

• Our client is seeking an experienced and performance-driven Wealth Officer to join its growing team.


• This role is strictly for professionals with proven experience in registered and licensed asset management firms, given the regulatory sensitivity and compliance standards of the industry.

Key Responsibilities

• Develop and manage high-net-worth and institutional client portfolios


• Drive asset growth through strategic client acquisition and relationship management


• Provide tailored investment advisory services aligned with clients’ financial goals


• Ensure strict adherence to regulatory, compliance, and risk management frameworks


• Collaborate with internal investment and research teams to optimize portfolio performance


• Monitor market trends and proactively position client portfolios

Requirements

• 5–7 years’ experience in a registered and licensed asset management firm (non-negotiable)


• Strong understanding of capital markets, investment products, and regulatory requirements


• Demonstrated track record of portfolio growth and client retention


• Excellent relationship management and communication skills


• Relevant professional certifications (CIS, CFA, or equivalent) will be an advantage

Ideal Candidate:

• A strategic thinker with strong regulatory discipline, commercial acumen, and the ability to manage sophisticated investment conversations with high-value clients.