Lead, Wealth Management Unit

About the role

The Lead, Wealth Management Unit builds and leads a high-performing team that grows the client's savings and investment management business. The role turns the business plan into clear priorities for acquisition, conversion, relationship management, portfolio growth and retention, balancing commercial performance with responsible client stewardship. It is based in Lagos (Marina) and covers Lagos and Abuja.

Key responsibilities

• Set the unit's business plan, client segments, growth priorities and execution cadence, and break them into measurable team and individual plans
• Review pipeline, conversion, inflows, portfolio growth and retention regularly, and coach and organise the Wealth Managers
• Grow assets under management through ethical prospecting, referrals and partnerships, and oversee the end-to-end client relationship
• Ensure client goals, risk tolerance and liquidity needs are documented before recommending products, and that communications are accurate and do not guarantee returns
• Monitor portfolio health, promote compliance with KYC/AML, data protection and record-keeping, and protect confidential client information
• Maintain pipeline and portfolio records, report on sales activity, inflows, AUM, retention and risk indicators, and work with Product, Operations, Finance, Risk, Compliance and Customer Experience

Required profile

• Bachelor's degree in Finance, Economics, Accounting, Business Administration or a related discipline; a postgraduate qualification is an advantage
• At least 7 years of relevant experience in wealth management, investment advisory, private banking, asset management or financial planning
• At least 3 years in a team leadership or people-management role with coaching experience
• Demonstrated ability to build a client portfolio, develop a sales pipeline and grow AUM
• Relevant professional certification (e.g. CFA, CIS, CIBN) is an advantage; required licences must be held or obtained

Required skills

• Sound knowledge of investment and savings products, portfolio principles, client suitability and Nigerian financial-services compliance
• Numerical skills and strong commercial judgement
• Excellent client communication, negotiation and presentation skills