Wealth/Relationship Manager (Fintech)

About the role

A leading fintech company offering credit cards and investment opportunities is hiring a client-focused Wealth Manager in Lagos on a hybrid basis. The role centres on acquiring and managing relationships with high-net-worth and affluent clients, growing the investment and savings portfolio and driving revenue through financial advisory. The stated pay is N500,000 to N1,000,000 per month, slightly negotiable depending on expertise, with performance-based bonuses.

Key responsibilities

• Source and manage a portfolio of high-net-worth, affluent and institutional clients for deposit and investment products.
• Drive deposit mobilization by promoting fixed deposits and investment plans to new and existing clients.
• Conduct financial needs assessments and recommend customized investment strategies.
• Maintain client relationships to encourage repeat business, retention and referrals.
• Monitor deposit mobilization targets and monthly and quarterly growth KPIs.
• Hold regular financial reviews with clients and stay updated on market trends.
• Deliver presentations, one-on-one consultations and financial education sessions.
• Ensure compliance with internal policies and regulatory requirements.
• Prepare regular reports on performance, sales pipeline and client feedback, and attend industry events to build networks.

Required profile

• At least 3 years' proven experience in fixed deposit mobilization, investment sales, wealth management, investment banking or portfolio growth.
• Proven ability to mobilize deposits and manage a strong, transferable portfolio of affluent and high-net-worth clients.
• Consistently achieving deposit, sales and revenue targets.
• Strong business development, relationship management and client acquisition skills.
• Excellent interpersonal, negotiation and communication skills; self-motivated and able to work independently with minimal supervision.

Required skills

• Fixed deposit mobilization and wealth management and investment sales.
• High-net-worth client relationship management and lead generation.
• Financial needs assessment, financial advisory and regulatory compliance.
• Sales pipeline and revenue management, performance reporting and KPI tracking.

What we offer

• Performance-based bonuses and other benefits.
• Health and wellness benefits.
• Collaborative work environment within a high-growth fintech company.