Wealth Manager / Investment Manager at Undisclosed Company – Lagos, Lagos State

A business solutions and advisory organisation is recruiting a Wealth Manager / Investment Manager in Lagos to grow its client base and manage investment relationships.

Responsibilities

• Develop business growth plans, identify new markets and deliver revenue targets.
• Acquire institutional, corporate and high-net-worth clients.
• Advise clients on investment products and suitable wealth-management strategies.
• Monitor portfolios, assess performance and recommend actions consistent with client goals and risk profiles.
• Build long-term relationships with clients, financial institutions and strategic partners.
• Track financial-market developments and conduct consultations, portfolio reviews and investment discussions.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, Marketing or a related discipline.
• At least three years in investment or wealth management, financial-services sales, business development or relationship management.
• Previous employment as an Investment Manager or Wealth Manager is essential.
• Knowledge of investment products, asset management, portfolio performance and financial markets.
• Proven client acquisition, portfolio growth and revenue generation skills, with an established professional network.
• CIS, CFA, ACA, ICAN or an MBA is an advantage.

Benefits

₦450,000–₦800,000 monthly, 13th-month pay and HMO.