Wealth Relationship Manager

About the role

Renmoney is seeking a Wealth Relationship Manager to craft personalized financial strategies and build strong client relationships in its Wealth Management department.

Key responsibilities

• Conduct comprehensive financial assessments to understand individual client investment needs and objectives.
• Drive monthly bulk deposits of at least 250 million NGN based on business requirements.
• Develop and implement personalized investment strategies aligned with clients’ goals while managing risk.
• Provide ongoing financial advice, keeping clients informed about market trends, investment performance, and product offerings.
• Build and maintain long‑lasting client relationships through regular communication and exceptional service.
• Collaborate with cross‑functional teams to deliver a full suite of financial services, including investment, retirement, and estate planning.
• Stay up‑to‑date with market developments and industry trends to offer informed recommendations.
• Participate in client meetings and presentations to explain strategies and address concerns.

Required profile

• Bachelor’s degree in Finance, Business Administration, or a related field (master’s degree or CFA/CFP certification is a plus).
• 3–5 years of experience in wealth management, financial advisory, or a related area.
• Excellent interpersonal and communication abilities to connect with clients.
• Strong analytical skills and knowledge of investment products, portfolio management, and financial planning.
• Proven track record of meeting and exceeding sales targets and managing client relationships.

Required skills

• Excel
• Wealth management platforms
• Financial analysis tools

What we offer

• Competitive pay with performance‑driven monthly incentives.
• Attractive client interest rates of up to 26 %.
• Dynamic, encouraging work environment with a flat hierarchy.
• Ongoing competency‑focused training opportunities.
• Strong teamwork and collaboration.
• Clear career development and advancement paths.
• 25 days of annual leave, 5 months of maternity leave, and additional leave benefits.