Head of Wealth Management

Instructions

Please read the following instructions carefully before completing this application:

1. Complete all required sections of the application form accurately and honestly.
2. Ensure that all information provided is current and correct, as any false or misleading information may result in disqualification from the recruitment process or termination of employment if discovered after appointment.
3. If shortlisted to the final stage of the interview process, you will be required to provide two references.
4. References will only be contacted if you progress to the final stage of the interview process.
5. By submitting this application, you consent to SEA-FAJ Consults Limited verifying the information provided and contacting your references where applicable.
6. Applicants must have the legal right to work in the country where the role is based or clearly state their work authorization status.
7. Incomplete applications may not be considered.

Company Overview

SEA-FAJ Consults Limited is a multinational recruitment and outsourcing agency operating in the United Kingdom and Nigeria. We deliver end-to-end talent solutions to organisations and support business growth through strategic recruitment, outsourcing, and consultancy services.

Role Overview

SEA-FAJ Consults Limited is recruiting on behalf of our client for an experienced, strategic, and results-oriented Head, Wealth Management. The successful candidate will lead the Wealth Management function, driving business growth through the acquisition and management of Mass Affluent, High-Net-Worth Individuals (HNWIs), and Ultra-High-Net-Worth Individuals (UHNWIs).

The role is responsible for leading a high-performing team of wealth management professionals, developing business growth strategies, managing client relationships, overseeing investment and lending solutions, and ensuring the delivery of exceptional financial advisory services. The ideal candidate will possess strong leadership capabilities, extensive experience in wealth management, and a proven ability to deliver sustainable revenue growth while maintaining the highest standards of regulatory compliance.

Key Responsibilities

Leadership & Team Management

• Provide strategic leadership and direction to the Wealth Management team to achieve business objectives.
• Recruit, mentor, coach, and develop wealth management professionals to maximise individual and team performance.
• Set performance objectives, monitor key performance indicators (KPIs), and conduct regular performance reviews.
• Foster a high-performance, client-centric, and collaborative culture.

Business Development & Revenue Growth

• Develop and implement strategies to acquire Mass Affluent, High-Net-Worth (HNW), and Ultra-High-Net-Worth (UHNW) clients.
• Drive sustainable revenue growth through the sale of investment products, fixed-income solutions, and specialised lending products.
• Identify new market opportunities and develop strategic partnerships to expand the client portfolio.
• Build and maintain a robust pipeline of prospective clients and business opportunities.

Client Relationship Management

• Build and maintain long-term relationships with high-value clients by understanding their financial goals and objectives.
• Provide tailored wealth management, investment, and financial planning solutions that meet clients' evolving needs.
• Ensure the delivery of exceptional client service and a superior customer experience.
• Manage complex client relationships while maintaining high retention levels.

Wealth Advisory & Credit Solutions

• Advise clients on investment opportunities, portfolio diversification, and wealth preservation strategies.
• Lead discussions with clients regarding personal and corporate lending opportunities.
• Conduct credit assessments and collaborate with the Risk Management team to facilitate loan approvals and disbursements.
• Monitor loan performance throughout the credit lifecycle, ensuring effective portfolio management and timely repayments.

Sales & Marketing

• Develop and execute sales and marketing strategies to increase market penetration.
• Lead client presentations, investment proposals, and business development engagements.
• Promote the organisation's wealth management products and financial solutions to target markets.
• Strengthen the organisation's brand presence within the wealth management industry.

Financial Performance & Reporting

• Monitor business performance against revenue and profitability targets.
• Analyse financial and operational data to identify trends and opportunities for growth.
• Prepare regular management reports on sales performance, portfolio growth, and client acquisition.
• Recommend initiatives to improve operational efficiency and financial performance.

Compliance & Risk Management

• Ensure compliance with all regulatory requirements, company policies, and industry standards.
• Promote sound risk management practices across investment and lending activities.
• Maintain audit readiness and ensure proper documentation of client transactions.
• Uphold the highest standards of ethics, governance, and confidentiality.

Market Intelligence & Collaboration

• Monitor market trends, economic developments, competitor activities, and client preferences.
• Work closely with Product Development, Marketing, Risk Management, and Operations teams to enhance service delivery.
• Provide strategic insights that support business growth and product innovation.

Requirements

Education

• Bachelor's degree in Finance, Economics, Business Administration, Accounting, Banking, or a related discipline.
• A postgraduate degree (MBA, MSc, or equivalent) is an added advantage.

Experience

• Minimum of 8–10 years' experience in Wealth Management, Private Banking, Investment Banking, Financial Services, or a related field.
• At least 3–5 years' experience in a senior leadership or management role.
• Demonstrated success in managing High-Net-Worth and Ultra-High-Net-Worth client portfolios.
• Proven track record of delivering business growth and achieving revenue targets.

Technical Skills

• Strong knowledge of investment products, fixed-income instruments, portfolio management, and wealth advisory services.
• Sound understanding of credit analysis, specialised lending, and financial risk assessment.
• Proficiency in CRM systems, portfolio management software, and Microsoft Office Suite.
• Strong financial analysis, reporting, and business planning skills.
• Excellent understanding of financial services regulations and compliance requirements.

Soft Skills

• Exceptional leadership and people management skills.
• Excellent relationship management and networking abilities.
• Strong negotiation, influencing, and business development skills.
• Outstanding communication and presentation skills.
• Strong analytical, strategic thinking, and problem-solving abilities.
• Excellent organisational and time management skills.
• High level of integrity, professionalism, and accountability.
• Ability to prioritise multiple projects and deliver results under pressure.
• Collaborative mindset with strong stakeholder management skills.

Required Documents

Applicants may be required to provide the following documents during the recruitment process:

• Statement of Result
• NYSC Posting Letter
• NYSC Discharge or Exemption Certificate
• Degree Certificate
• Postgraduate Degree Certificate (where applicable)
• Relevant Professional Certifications

Benefits

• Competitive Salary
• Performance-Based Incentives
• Health Maintenance Organisation (HMO)
• Pension Scheme
• Paid Annual Leave
• Professional Development and Training Opportunities
• Career Growth within a Leading Financial Institution
• Supportive and Collaborative Work Environment