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Wealth Manager
About this role
The role is a full-time, on-site Wealth Manager position based in Lagos, Nigeria. It involves advising micro-entrepreneur clients on financial planning, investment options and wealth-building strategies aligned with their objectives. The role requires meeting clients, assessing their needs, designing tailored financial plans, and recommending savings, investment and insurance solutions. Daily duties include monitoring client portfolios, researching markets and products, preparing reports and ensuring compliance with internal policies and regulations, while collaborating with bank teams to improve client experience and delivering financial education.
What you would do
- Meet with micro-entrepreneur clients to assess financial needs
- Design tailored financial plans for clients
- Recommend savings, investment and insurance solutions
- Monitor client portfolios on a daily basis
- Conduct market and product research
- Prepare client reports and documentation
- Ensure compliance with internal policies and regulatory requirements
- Collaborate with other bank teams to enhance client experience
- Deliver financial education to clients
- Maintain strong, trust-based client relationships
What they are asking for
- Strong skills in financial planning and finance
- Expertise in investment management and investments
- Knowledge of insurance products
- Analytical, quantitative and problem-solving abilities with attention to detail
- Excellent communication and interpersonal skills
- Relevant academic background in finance, economics, business or related field
- Professional certifications in wealth management or financial planning are an advantage
- Experience in banking, microfinance or financial advisory services, especially with small business or retail clients
- Ability to work on-site in Lagos and manage multiple portfolios
- Ability to adhere to ethical standards and regulatory guidelines
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