Wealth Manager – Sales (Lagos)

About the role

Bucksfield Asset Management Limited is seeking a full‑time Wealth Manager (Sales) to join its Lagos office. You will work directly with high‑net‑worth clients, delivering tailored financial and investment advice while driving sales growth.

Key responsibilities

• Build and maintain strong relationships with existing and prospective clients.
• Provide personalized financial planning and investment recommendations.
• Develop and execute sales strategies to achieve client portfolio targets.
• Design comprehensive financial plans and facilitate investment management.
• Identify new business opportunities and expand the client base.
• Stay informed on market trends and regulatory developments.

Required profile

• Proven experience in financial planning, wealth management or related financial services.
• Strong knowledge of investment management and portfolio evaluation.
• Understanding of finance and insurance principles to address client needs holistically.
• Excellent communication, interpersonal and analytical abilities.
• Demonstrated sales track record in the financial sector.
• Bachelor’s degree in Finance, Economics, Business Administration or a related field.
• Professional certifications (CFA, CFP or equivalent) are a plus.
• Willingness to work onsite in Lagos and engage clients in person.

Required skills