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Wealth Manager / Investment Manager
About this role
A full-time Wealth Manager / Investment Manager position based in Lagos. The role focuses on driving business development, expanding the client base and managing client relationships across institutional, corporate and high-net-worth segments for Inguest Global Partners Limited. The employer operates a business solutions and service advisory group that designs growth and innovation solutions for clients.
What you would do
- Build and maintain long-term client and partner relationships to drive retention and repeat business
- Develop and implement business development strategies to grow revenue and market presence
- Identify, pursue and convert prospective institutional, corporate and high-net-worth clients
- Monitor markets, industry trends and competitors to support business development and investment decisions
- Manage client portfolios, monitor performance and recommend investment strategies aligned with objectives and risk profiles
- Leverage networks to generate leads, form partnerships and grow the client base
- Promote and advise on suitable investment products and wealth management services
- Conduct client meetings, investment discussions and portfolio reviews
- Provide updates and strengthen client confidence through ongoing engagement
- Collaborate with colleagues to align offerings with client needs and market conditions
What they are asking for
- Proven track record in client acquisition, portfolio growth and revenue generation in financial services
- Established industry contacts and ability to convert relationships into opportunities
- Strong knowledge of investment products, asset management, portfolio performance and market dynamics
- Prior experience as an Investment Manager or Wealth Manager
- Bachelor’s degree in Finance, Economics, Business Administration, Marketing or related field
- Minimum of 3 years’ relevant experience in investment management, wealth management, business development, relationship management or sales
- Professional qualifications such as CIS, CFA, ACA, ICAN or MBA are an added advantage
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