• Application Deadline: Mon, 30 Mar 2026 00:00:00 GMT
• Position: Private Wealth - Relationship Manager



• Job Type Full Time



• Qualification BA/BSc/HND



• Experience 6 years



• Location Lagos




• Job Field Sales / Marketing / Retail / Business Development 
  
  

Duties & Responsibilities

• Manage the company’s high net worth clientele and operations


• Anticipate clients’ needs and proffer adequate solutions


• Effective relationship management


• Deliver excellent customer service


• Ensure excellence customer experience


• Co-ordinate value adding events for clientele


• Lead generation and conversion


• Prepare accurate and timely periodic reports


• Perform all activities necessary to achieve set targets


• Understanding of essential economic indices and implications


• Facilitate financial intelligence programs for clients and prospects


• Adhere to industry code of conduct, regulations and SEC rules

Educational Qualification

• Minimum of a Bachelor's Degree

Experience:

• A minimum of 6 years’ post NYSC experience in a private wealth sales role


• Experience with managing high net worth individuals and institutional clients


• Experience in Investment Advisory


• Experience with using CRM software

Key Competency Requirements:

• Interpersonal skills


• Networking skills


• Knowledge of the capital market and products


• Financial intelligence knowledge


• Communication and presentation skills


• Report writing skills


• Negotiation skills


• Adept at public speaking


• Organizational and planning skills


• High standards of ethics and integrit