Relationship Manager

About this role

The role is for a Relationship Manager at Trovest Capital Partners in Lagos, focusing on growing the company’s assets under management by acquiring new investors, mobilising investment funds, and maintaining relationships with existing clients. The position targets individuals with a background in investment sales, wealth management, or financial services, and expects strong fundraising capability. It involves managing a pipeline, meeting monthly investment mobilisation targets, and collaborating with investment, operations and customer service teams. The employer provides hybrid work in Lagos and offers a salary with performance-based incentives and benefits.

What you would do

• Source and mobilise investment funds from various investor groups.
• Acquire new clients and grow the company's AUM.
• Develop and implement sales strategies to meet targets.
• Maintain a strong pipeline and convert leads into funded accounts.
• Manage and grow existing client portfolios through relationships and renewals.
• Generate business through referrals, networking, and partnerships.
• Present investment products clearly and professionally.
• Understand clients' objectives and present suitable solutions within policies.
• Provide regular portfolio updates and respond to enquiries and complaints.
• Collaborate with internal teams to ensure smooth onboarding and service delivery.

What they are asking for

• Bachelor's degree in Finance, Economics, Accounting, Business Administration, Banking, Marketing, or related discipline.
• 2–5 years' experience in retail sales, wealth/asset management, investment advisory, banking or deposit mobilisation.
• Experience in investment or deposit mobilisation and managing AUM of at least ₦100 million.
• Proven ability to generate business and convert prospects into funded accounts.
• Strong network to support mobilisation and a good understanding of investment products and financial markets.
• Excellent communication, negotiation, sales and relationship management skills.
• High integrity, professionalism and commitment to ethical standards.
• Ability to work independently, manage a sales pipeline and deliver results in a target-driven environment.
• Willingness to work in a hybrid, Lagos-based environment.

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