Human Resources

Wealth Manager

iRecruiters Africa Limited·Lagos, nigeria·Full Time·Contract
Human ResourcesFull TimeContract
-

Key Responsibilities:

  • Source and manage a portfolio of high-net-worth individuals, affluent clients, and institutional clients for deposit and investment products.
  • Drive deposit mobilization by promoting fixed deposits and investment plans to new and existing clients.
  • Conduct thorough financial needs assessments and recommend customized investment strategies.
  • Maintain strong client relationships to encourage repeat business, improve retention, and generate referrals.
  • Monitor deposit mobilization targets and ensure monthly and quarterly growth KPIs are achieved.
  • Conduct regular financial reviews with clients to track progress and ensure their financial goals are being met.
  • Stay updated on market trends and provide clients with relevant insights and updates on investment opportunities.
  • Conduct presentations, one-on-one consultations, and financial education sessions to improve client engagement.
  • Ensure compliance with internal policies and regulatory requirements in all investment and deposit-related activities.
  • Prepare regular reports on performance, sales pipeline, and client feedback for management.
  • Attend industry events, seminars, and conferences to build networks and increase awareness of the company's wealth management services.

Requirements

Experience and Qualifications:

  • Minimum of 3 years' proven experience in fixed deposit mobilization, investment sales, wealth management, investment banking, or portfolio growth.
  • Demonstrated ability to mobilize deposits and manage a strong, transferable portfolio of affluent and high-net-worth clients.
  • Sound knowledge of financial products, investment markets, wealth creation strategies, and investor behaviour.
  • Proven track record of consistently achieving deposit mobilization, sales, and revenue targets.
  • Strong business development, relationship management, and client acquisition skills.
  • Excellent interpersonal, negotiation, and communication skills, with the ability to build long-term, trusted client relationships.
  • Strong organizational and time management skills, with the ability to manage multiple client portfolios effectively.
  • Self-motivated, target-driven, and capable of working independently with minimal supervision.
  • High level of integrity, professionalism, and commitment to exceptional client service.
  • Passion for helping clients achieve their financial goals through tailored investment and wealth management solutions.

Key Requirements:

The Client Is Looking for Someone Who:

  • Has a proven ability to mobilize deposits and grow investment portfolios.
  • Maintains strong relationships with high-net-worth individuals, affluent clients, and institutional customers.
  • Can convert existing networks and new business opportunities into sustainable deposit growth and revenue.
  • Demonstrates strong financial advisory, negotiation, and relationship management skills.
  • Is commercially minded, target-driven, proactive, and committed to delivering excellent client experiences.
  • Understands the importance of compliance, professionalism, and long-term client trust.

Technical Skills Required

  • Deposit Mobilization and Fixed Deposit Sales
  • Wealth Management and Investment Sales
  • High-Net-Worth Client Relationship Management
  • Client Acquisition and Portfolio Growth
  • Financial Needs Assessment and Investment Advisory
  • Business Development and Lead Generation
  • Sales Pipeline and Revenue Management
  • Client Retention and Referral Development
  • Market Research and Investment Product Knowledge
  • Performance Reporting and KPI Tracking
  • Cross-Selling and Revenue Generation
  • Regulatory Compliance and Client Service

Key Performance Indicators (KPIs)

  • Growth in client acquisition and retention rates.
  • Increase in assets under management (AUM), where applicable.
  • Achievement of individual and team revenue targets.
  • Achievement of deposit mobilization and investment sales targets.
  • Client satisfaction scores and feedback.
  • Percentage of cross-sold company products.
  • Compensation and Benefits
  • Competitive salary with performance-based bonuses.
  • Opportunity to work with a high-growth, innovative financial technology company.
  • Collaborative and supportive work environment.
  • Comprehensive health and wellness benefits.

Key skills

BA/BSc/HND
Apply Now

At a glance

Company

iRecruiters Africa Limited

Location

Lagos, nigeria

Employment

Full Time

Experience

Valid until

Not specified

Created

October 29, 2026

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