Retail Relationship Manager

About the role

Tro-Vest Capital Partners Limited, an investment and asset management firm based in Lagos, Nigeria, is hiring a Retail Relationship Manager. The role drives growth of Assets Under Management (AUM) by sourcing, acquiring and retaining retail and individual investors, mobilizing new funds of N25 million to N200 million or more per month depending on experience and network, and growing an existing client portfolio.

Key responsibilities

• Sourcing and mobilizing investment funds from retail clients, high-net-worth individuals, professionals, business owners and other prospective investors.
• Acquiring new clients and growing AUM, with an active pipeline of prospects converted into funded accounts.
• Developing sales strategies to meet monthly investment mobilization targets and exceeding monthly and quarterly sales and AUM targets.
• Explaining investment products and solutions, understanding clients' objectives and risk profiles, and presenting suitable solutions.
• Building strong relationships, following up with clients, monitoring portfolios and providing periodic updates.
• Maintaining accurate records of sales activities, prospects, client engagements and funds mobilized.
• Providing excellent customer service and addressing enquiries, requests and complaints promptly.
• Collaborating with investment, operations and customer service teams for seamless client onboarding.

Required profile

• Bachelor's degree in Finance, Economics, Accounting, Business Administration, Banking, Marketing or a related discipline.
• Minimum 2-5 years' experience in retail sales, wealth management, asset management, financial services or deposit mobilization; demonstrable experience in investment or deposit mobilization strongly preferred.
• Currently manages or has been responsible for an AUM of at least N100 million.
• Proven ability to generate new business and convert prospects into funded accounts, with a strong personal and professional network.
• Willingness to work in a hybrid Lagos-based environment with some remote work.

Required skills

• Excellent communication, negotiation, relationship management and sales skills.
• Strong understanding of investment products and financial markets.
• Integrity, professionalism, accountability and ethical standards.
• Ability to work independently in a target-driven environment.

What we offer

• Net monthly salary depending on experience, AUM, track record and mobilization capacity.
• Performance-based commissions and incentives tied to funds mobilized and revenue generated.
• Career advancement and professional development opportunities.
• HMO, pension, 13th month, annual leave and applicable allowances.