• Application Deadline:
• Position: Senior Wealth Manager



• Job Type Full Time



• Qualification BA/BSc/HND , Professional Certificate



• Experience 3 - 5 years



• Location Lagos




• Job Field Sales and Business Development 
  
  

• We are seeking a proactive and client-focused Wealth Manager to join our Wealth Management team. The successful candidate will be responsible for building long-term relationships, managing investment portfolios, and providing strategic financial advice to help clients achieve their goals.

Key Responsibilities:

• Develop and manage a portfolio of 20–30 high-net-worth clients.


• Support business growth by onboarding 3–5 new accounts per quarter.


• Advise clients on portfolio management, asset allocation, and investment opportunities.


• Manage and monitor investment portfolios worth ₦200M+, focusing on sustainable growth and risk management.


• Stay informed on market trends, regulatory changes, and emerging financial products.


• Prepare and deliver regular client performance reviews and reports to the Head of Wealth.

Desired Skills & Competencies:

• Strong interpersonal and communication skills with the ability to build trust and close high-value deals.


• Excellent financial and analytical skills.


• Proven ability to achieve sales/revenue growth targets.


• High ethical standards with strong confidentiality in handling client information.


• Solid knowledge of investment products such as equities, bonds, mutual funds, and structured products.

Qualifications & Experience:

• Minimum of HND or BSc. in Finance, Economics, Business Administration, or related field.


• 3–5 years’ proven experience in wealth management, portfolio advisory, or investment banking.


• Demonstrated success in managing client portfolios valued at ₦200M or more.


• Professional certifications (e.g., CFA, CIS, ICAN) will be an added advantage.