Salary :N800,000 - 1,000,000
The Wealth Manager will be responsible for acquiring, managing, and growing a portfolio of high-net-worth and retail clients. The role requires strong sales expertise in investment products, effective client relationship management, portfolio monitoring, and consistent growth of Assets Under Management (AUM) on a yearly basis.
Key Responsibilities
Acquire new clients through active sales, referrals, and networking to grow the investment client base.
Market and sell investment products including mutual funds, fixed income products, equities, alternative investments, and structured products.
Build and manage long-term relationships with clients, serving as their primary point of contact.
Manage and monitor client investment portfolios in line with risk profiles, financial goals, and market conditions.
Provide investment advisory services and periodic portfolio reviews to clients.
Achieve assigned sales targets, revenue goals, and yearly AUM growth targets.
Prepare and present investment proposals, performance reports, and market updates to clients.
Ensure proper onboarding, KYC, AML, and compliance with regulatory requirements.
Collaborate with internal investment, operations, and compliance teams to deliver seamless client service.
Track client activity, sales pipeline, and portfolio performance using CRM and reporting tools.
Identify cross-selling and upselling opportunities within existing client portfolios.
Key Performance Indicators (KPIs)
Year-on-year growth in Assets Under Management (AUM).
New client acquisition rate.
Sales revenue and investment inflows.
Client retention and satisfaction levels.
Portfolio performance and compliance adherence.
Qualifications & Experience
Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
3–7 years’ experience in investment sales, wealth management, or relationship management.
Proven track record in selling investment products and growing AUM.
Strong understanding of financial markets, portfolio management, and investment strategies.
Professional certifications (CFA, CIS, SEC license, or equivalent) will be an added advantage.
Required Skills & Competencie
Strong sales, negotiation, and relationship management skills.
Excellent communication and presentation abilities.
Analytical mindset with strong financial and portfolio analysis skills.
Client-focused with the ability to build trust and long-term relationships.
Results-driven with the ability to meet and exceed targets.
High ethical standards and strong regulatory awareness.