Wealth Manager (Digital Financial Company)

About the role

A leading financial technology company offering credit cards and investment opportunities is hiring a Wealth Manager in Lagos on a hybrid basis. The role centres on acquiring and managing client relationships, growing the investment and savings portfolio, providing tailored wealth management solutions and driving revenue through financial advisory. The ideal candidate has a proven track record in deposit mobilization and a strong, transferable portfolio of high-net-worth and affluent clients.

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, improve retention and generate referrals.
• Monitor deposit mobilization targets and ensure monthly and quarterly growth KPIs are achieved.
• Hold regular financial reviews with clients and stay updated on market trends to share relevant insights.
• 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

• Minimum of 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 portfolio of affluent and high-net-worth clients.
• Proven track record of 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

• Deposit mobilization and fixed deposit sales
• Wealth management and investment sales
• High-net-worth client relationship management and client acquisition
• Financial needs assessment and investment advisory
• Sales pipeline and revenue management, KPI tracking and performance reporting
• Regulatory compliance and client service

What we offer

• Monthly compensation of N500,000 to N1,000,000, with performance-based bonuses.
• Opportunity to work with a high-growth financial technology company in a collaborative environment.
• Comprehensive health and wellness benefits.