• Application Deadline:
• Position: Private Wealth Manager



• Job Type Full Time



• Qualification BA/BSc/HND , Professional Certificate



• Experience 5 - 10 years



• Location Lagos




• Job Field Finance / Accounting / Audit 
  
  

Job Summary

• The Private Wealth Manager will manage and grow a portfolio of High-Net-Worth Individuals (HNWIs) and institutional clients by delivering tailored investment solutions, driving Assets Under Management (AUM) growth, and building long-term client relationships.

Key Responsibilities

• Build and maintain strong relationships with HNWI and institutional clients


• Provide tailored investment advice across multiple asset classes


• Identify and onboard new clients to drive AUM growth


• Monitor portfolio performance and provide regular client updates


• Coordinate with internal teams to execute client mandates


• Ensure compliance with regulatory requirements (KYC, AML, etc.)


• Stay updated on market trends and provide strategic insights

Performance Metrics

• Growth in Assets Under Management (AUM)


• Client acquisition and retention


• Revenue generation


• Compliance adherence

Key Requirements

• Bachelor’s degree in Finance, Economics, Business, or related field


• 5–10 years’ experience in wealth or asset management


• Proven experience managing HNWI or institutional portfolios


• Relevant certifications (CFA, CIS, SEC license) are an advantage


• Deep knowledge of financial markets and investment products


• Business development and sales acumen

Core Competencies:

• Strong relationship management and communication skills


• Deep knowledge of financial markets and investment products


• Business development and sales skills


• High level of professionalism and ethical standards.