Wealth Manager (Sales)

About the role

Alert Group is a diversified financial services and energy company with four subsidiaries serving clients across Nigeria, including Alert Microfinance Bank, Auto Bucks, Greenbucks and Bucksfield. It is hiring a full-time, on-site Wealth Manager in Lagos who works directly with individual and business clients to assess their financial goals, analyse their current financial position and design comprehensive wealth management strategies.

Key responsibilities

• Create and monitor financial plans for clients
• Recommend investment products and portfolios
• Coordinate insurance solutions
• Ensure compliance with regulatory and internal policies
• Hold regular client meetings, review portfolios and report performance
• Communicate proactively with clients to adjust strategies as market conditions and objectives change
• Collaborate with internal teams to deliver integrated financial solutions and support business development

Required profile

• Bachelor's degree in Finance, Economics, Business or a related field; professional certifications such as CFA or CFP are an advantage
• Proven experience in wealth management, private banking or investment advisory, preferably in a financial services institution
• Familiarity with Nigerian financial markets, the regulatory environment and SEC and CBN guidelines is beneficial

Required skills

• Financial planning and investment management skills to design and optimise client portfolios
• Insurance knowledge to integrate risk management solutions
• Analytical, quantitative and problem-solving abilities with attention to detail
• Strong communication and interpersonal skills to build long-term client relationships