Job Description
Role Overview
• The Head of Wealth Management will lead the institution’s wealth management division, overseeing strategy, client relationship management, investment advisory, and portfolio growth.
• This role requires a visionary leader with strong financial acumen, deep knowledge of investment products, and the ability to build trust with high-net-worth clients.
Key Responsibilities
Strategic Leadership:
• Develop and implement the wealth management strategy aligned with institutional goals.
• Drive growth in assets under management AUM and client acquisition.
Client Relationship Management:
• Build and maintain long-term relationships with high-net-worth clients.
• Provide tailored financial advice, investment planning, and estate management solutions.
Investment Oversight:
• Supervise portfolio construction, risk management, and performance monitoring.
• Ensure compliance with regulatory standards and ethical practices.
Team Management:
• Lead, mentor, and develop wealth managers and relationship officers.
• Foster a culture of excellence, integrity, and client-centric service.
Business Development:
• Identify new opportunities for product innovation and market expansion.
• Represent the institution at industry events and networking forums.
Qualifications & Skills
• Bachelor’s Degree in Finance, Economics, Business Administration, or related field Master’s/MBA preferred.
• Professional certifications CFA, CFP, ICAN, CIS are highly desirable.
• Minimum 10 years of experience in wealth management, private banking, or investment advisory.
• Proven track record of managing high-net-worth portfolios.
• Strong leadership, communication, and negotiation skills.
• Deep understanding of Nigerian financial markets and global investment trends.
Compensation & Benefits
• Competitive salary package with performance-based incentives.
• Hybrid work model office presence in Festac + remote flexibility.
• Health insurance, pension contributions, and professional development support.
• Opportunity to shape and grow a premier wealth management division.