Wealth Manager at an Investment Company

An Investment company in Nigeria is recruiting to fill the position below:

Job Title: Wealth Manager

Location: Lagos

Employment Type: Full-time

Reports to: Managing Director

Effort / Hours per Week: Full-time

Department: Wealth Management

Position Overview

  • The Wealth Manager shall be responsible for Research / Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy.
  • This position is responsible for managing the delivery of our wealth management segment; coach, train and support our wealth management sales staff; oversee wealth management operations and support.
  • The candidate shall be responsible for the Promotion, Development and Handling of Client Relationships related to Financial Planning and Wealth Management.

Principal Duties & Responsibilities

  • Delivering a consistent and tailored wealth management service.
  • Developing long term, in-depth relationships with clients.
  • Understanding client objectives and circumstances in order to ensure advice is up-todate and relevant to them.
  • Working jointly with clients’ existing legal and tax advisers.

Qualifications & Skills

  • Minimum of First Degree in any field.
  • Strong sales and convincing skills.
  • Strong analytical and quantitative skills.
  • Strong knowledge of financial markets.
  • Strong interpersonal skills with the ability to build and deepen client relationships.
  • Excellent written and verbal communication skills.
  • Ability to lead the team with strong administrative skills.


  • Previous experience with Wealth Management, Equity, Fixed Income Portfolio & Real estate.
  • Above average computer skills.
  • Highly numerate.

Application Closing Date

18th March, 2021.

Method Application

Interested and qualified candidates should forward their CV to: [email protected] Using the “Job title” as the subject of the email.