Wealth Manager

About this role

A Wealth Manager role based in Lagos with iRecruiters Africa Limited, a fast-growing recruitment firm providing virtual recruitment and job posting services. The position focuses on sourcing and managing a portfolio of high-net-worth and affluent clients, as well as institutional clients, to promote deposits and investment products. The role requires driving deposit mobilisation, conducting financial needs assessments, offering customised investment strategies, and maintaining strong client relationships to sustain growth and referrals. The employer seeks candidates with proven experience in wealth management, investment sales, or related fields, and emphasises compliance, performance targets, and client service.

What you would do

• Source and manage a portfolio of high-net-worth, affluent, and institutional clients for deposit and investment products.
• Promote fixed deposits and investment plans to new and existing clients to drive deposits.
• Conduct financial needs assessments and recommend customised investment strategies.
• Maintain strong client relationships to encourage repeat business and referrals.
• Monitor deposit mobilisation targets and achieve monthly and quarterly KPIs.
• Conduct regular financial reviews with clients to track progress and goals.
• Stay updated on market trends and provide clients with insights on opportunities.
• Deliver presentations, one-on-one consultations, and financial education sessions.
• Ensure compliance with internal policies and regulatory requirements in all activities.
• Prepare reports on performance, sales pipeline, and client feedback for management.

What they are asking for

• Minimum of 3 years proven experience in fixed deposit mobilization, investment sales, wealth management, investment banking, or portfolio growth.
• Demonstrated ability to mobilise deposits and manage a portfolio of affluent and high-net-worth clients.
• Strong knowledge of financial products, investment markets, and wealth creation strategies.
• Proven track record of achieving deposit mobilization, sales, and revenue targets.
• Strong business development, relationship management, and client acquisition skills.
• Excellent interpersonal, negotiation, and communication skills for long-term client relationships.
• Good organisational and time management skills to handle multiple portfolios.
• Self-motivated, target-driven, and able to work with minimal supervision.
• High integrity, professionalism, and commitment to client service.
• Passion for helping clients achieve financial goals through tailored wealth management solutions.

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