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Relationship Management (Wealth Management)

WorkNigeria
Abuja, Federal Capital Territory
Full time
3 weeks ago
Today
W

Relationship Management (Wealth Management)

Worknigeria

Accounting, Auditing & Finance

Abuja Full Time
Confidential
  • Minimum Qualification :
  • Experience Level : Senior level
  • Experience Length : 5 years

Job Description/Requirements



















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:


  • 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.



Key Qualifications:


  • 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.



Salary: Intersted candidates may send CVs to [email protected] using the job title as the subject line











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