Wealth Manager (Digital Financial Company)

About the role

A leading financial technology company offering credit cards and investment opportunities is hiring a client-focused Wealth Manager in Lagos on a hybrid basis. The role centres on deposit mobilization and managing a portfolio of high-net-worth and affluent clients, with a stated monthly pay of N500,000 to N1,000,000, performance-based bonuses and other benefits.

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.
• Demonstrated ability to mobilize deposits and manage a strong, transferable portfolio of affluent and high-net-worth clients.
• Proven track record of consistently meeting 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 investment sales
• Wealth management and high-net-worth client relationship management
• Financial needs assessment and investment advisory
• Sales pipeline and revenue management, client retention and referral development
• Performance reporting and KPI tracking

What we offer

• Monthly pay of N500,000 to N1,000,000, slightly negotiable depending on expertise, plus performance-based bonuses.
• Opportunity to work with a high-growth financial technology company in a collaborative environment.
• Comprehensive health and wellness benefits.