Wealth Manager (Sales)

About this role

This is a full-time on-site Wealth Manager (Sales) role based in Lagos for Alert Microfinance Bank Limited. The role involves building and managing client relationships, identifying prospects, and converting leads into long-term clients for Alert Group's asset management and related financial products. It also requires assessing client financial goals, presenting suitable investment and wealth management solutions, and coordinating with internal teams to ensure excellent client service and regulatory compliance.

What you would do

• Build client relationships.
• Identify prospects.
• Convert leads into clients.
• Assess client financial goals.
• Present tailored wealth management solutions.
• Prepare proposals.

What they are asking for

• Strong sales and business development skills including prospecting and lead conversion.
• Knowledge of wealth management, asset management and investment products; ability to explain complex concepts clearly.
• Excellent communication, negotiation and presentation skills for engaging high-net-worth and SME clients.
• Analytical and financial planning skills, including portfolio analysis, risk assessment and market research.
• Proficiency with CRM tools and MS Office.
• Bachelor's degree in Finance, Business, Economics, Accounting or related field; relevant professional certifications (e.g., CFA, CIS) are an advantage; experience in wealth management, asset management, banking or financial services sales, preferably in Lagos or similar markets.

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