Job Description
Role Title: Head of Investment & Wealth Solutions (Banking/Fintech)
Location: Lagos, Nigeria.
Job Overview:
A leading financial services organization is seeking a Head of Investment & Wealth Solutions to drive investment sales, expand client portfolios, and provide expert wealth advisory. The role is ideal for a results-driven professional with strong leadership experience and a deep understanding of financial products, client advisory, and portfolio growth.
Requirements:
• Minimum 7 years’ experience in investment sales, wealth management, or business development, with 4+ years in leadership.
• Proven track record of selling investment products and managing client portfolios.
• Experience managing high-net-worth (HNW) and affluent clients.
• Bachelor’s degree from an accredited institution; CFA or relevant certification is a plus.
• Excellent communication, negotiation, and presentation skills.
• Strong analytical, organizational, and people-management skills.
Key Responsibilities:
• Develop and execute investment sales and wealth advisory strategies aligned with business objectives.
• Drive client acquisition and grow HNW portfolios.
• Build and maintain strong relationships with clients, delivering tailored investment solutions.
• Lead and mentor a team of relationship managers and advisors to achieve sales and portfolio targets.
• Deliver investment proposals, presentations, and reports to clients and senior management.
• Collaborate with cross-functional teams to ensure seamless service delivery.
• Monitor market trends and competitor activity to refine advisory services.
• Ensure compliance with regulatory requirements and internal policies.
• Optimize portfolio performance across client accounts.
• Identify, develop, and close high-value business opportunities.
How to Apply:
Qualified and Interested candidates should send their resumes to esther@dwightpatterson.co.uk