Job Description
About the company
A leading financial services firm is seeking an experienced Wealth Manager – Private Banking to drive sales and manage relationships with HNI and UHNI clients across Lagos. The role focuses on client acquisition, portfolio growth, and delivering tailored investment and banking solutions.
Key Responsibilities
• Develop and execute private banking sales strategies for HNI/UHNI clients
• Lead proposals, pitches, and high‑level client presentations
• Acquire new clients through networking, referrals, and market engagement
• Deliver bespoke investment and banking solutions aligned with client needs
• Build and expand a strong referral network
• Maintain high levels of client engagement, retention, and wallet‑share growth
• Collaborate with investment teams to deliver tailored advisory solutions
• Participate in industry events to enhance visibility and generate leads
Requirements
• Bachelor’s degree in economics, Business, Finance, or related field; master’s preferred
• 5–8 years’ experience in private banking, wealth management, or asset management
• Proven track record managing HNI/UHNI relationships and selling investment products
• Strong understanding of Lagos business terrain and client networks
• Excellent communication, negotiation, and relationship‑building skills
• High integrity, commercial acumen, and client‑centric mindset
Skills Required
• Client Database Management
• Strong Verbal And Written Communication Skills
• Good Interpersonal And Management Abilities
• Problem-solving & Organization
• Adaptability And Flexibility
• Problem Solving
Apply on workbrook.com
Work Location: In person
