Relationship Management (Wealth Management)
Worknigeria
Date: 2 days ago
City: Abuja, FCT
Contract type: Full time
Job Title: Relationship Manager Wealth Management (Private Wealth)
Location: Abuja, Nigeria
Experience: Minimum of 5 years
Company Overview:
Our client, a leading asset management and investment company, is seeking a dedicated and experienced Relationship Manager to join their Wealth Management team in Abuja. The company is renowned for delivering innovative financial solutions and personalized investment services to high-net-worth individuals and institutional clients.
Job Summary:
The Relationship Manager - Wealth Management will be responsible for acquiring, managing, and growing a portfolio of high-net-worth clients. The role involves providing tailored financial advice, investment solutions, and fostering long-term client relationships to achieve both individual and organizational goals.
Key Responsibilities:
Location: Abuja, Nigeria
Experience: Minimum of 5 years
Company Overview:
Our client, a leading asset management and investment company, is seeking a dedicated and experienced Relationship Manager to join their Wealth Management team in Abuja. The company is renowned for delivering innovative financial solutions and personalized investment services to high-net-worth individuals and institutional clients.
Job Summary:
The Relationship Manager - Wealth Management will be responsible for acquiring, managing, and growing a portfolio of high-net-worth clients. The role involves providing tailored financial advice, investment solutions, and fostering long-term client relationships to achieve both individual and organizational goals.
Key Responsibilities:
- Build and maintain strong relationships with high-net-worth individuals by understanding their unique financial goals and needs.
- Develop customized investment strategies and wealth management plans in line with clients' objectives and risk tolerance.
- Identify and acquire new clients to grow the company's portfolio of high-net-worth individuals.
- Stay updated on financial markets, investment products, and industry trends to provide clients with informed advice.
- Collaborate with internal teams to deliver comprehensive wealth management services, including asset allocation, portfolio management, and tax-efficient strategies.
- Prepare and deliver presentations, proposals, and periodic performance reports to clients.
- Ensure compliance with regulatory requirements and company policies in all client interactions.
- Bachelors degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 5 years of experience in wealth management, private banking, or investment advisory services.
- Strong knowledge of financial products, investment strategies, and market trends.
- Excellent interpersonal and communication skills, with the ability to build trust and credibility with clients.
- Demonstrated ability to meet or exceed sales and client retention targets.
- Professional certifications such as CFA, CFP, or similar credentials are an advantage.
See more jobs in Abuja, FCT