The Wealth Manager (Sales) is a full-time, on-site role based in Lagos, responsible for acquiring, managing, and growing a portfolio of clients, primarily micro-entrepreneurs and small business owners.
This role involves identifying prospective clients, presenting suitable financial and investment products, and providing advisory support that aligns with clients' business and personal financial goals.
The Wealth Manager will conduct regular client meetings, follow up on leads, prepare proposals, and ensure high-quality customer service and relationship management.
Daily activities include collaborating with internal teams to structure solutions, monitoring client accounts and performance, meeting sales and revenue targets, and maintaining accurate records in line with regulatory and internal compliance standards.
Qualifications
Strong sales, business development, and client relationship management skills, with a track record of meeting or exceeding targets.
Knowledge of microfinance, banking products, and basic investment and wealth management concepts relevant to small businesses and individuals.
Excellent communication, negotiation, and presentation skills, with the ability to explain financial solutions clearly and build trust.
Solid analytical, numeracy, and problem-solving skills to assess client needs, review financial information, and recommend appropriate solutions.
Ability to work on-site in Lagos, manage time effectively, handle multiple client engagements, and collaborate in a team-focused environment.
Prior experience in financial services, microfinance, or retail banking is highly beneficial.
Bachelor's degree in Finance, Economics, Business, or a related field is preferred; relevant professional certifications are an advantage.
Commitment to ethical conduct, regulatory compliance, and supporting financial inclusion in underserved communities.