The role involves managing and growing high-value client relationships, driving investment sales, and delivering tailored wealth management solutions while ensuring portfolio performance and regulatory compliance.
Job Overview
Salary
Attractive
Job Type
On-site
Employment Type
Full Time
Location
Lagos, Nigeria
Additional Location
None
Posted
December 15, 2025
Job Summary
Key Responsibilities
Manage and expand relationships with high-net-worth and affluent clients
Drive sales of investment and wealth products aligned with client goals and risk profiles
Conduct regular portfolio reviews and provide market and performance updates
Identify and onboard new clients through referrals and market engagement
Collaborate with internal teams to structure suitable investment solutions
Monitor portfolio performance and ensure optimal asset allocation
Track sales pipeline, revenue performance, and client activity
Ensure compliance with regulatory requirements and internal policies
Provide guidance and deal support to junior team members when required
Required Qualifications
Minimum of 5 years experience in investment sales, relationship management, wealth management, or private banking
Proven experience managing investment portfolios and client relationships
Strong understanding of investment products and market dynamics
Demonstrated ability to meet or exceed revenue targets
Strong communication, presentation, and stakeholder engagement skills
Skills & Competencies
Experience
None
Benefits & Perks
Work Schedule
Additional Information
How to Apply
Apply via Email
Send your application via email with the provided subject line
Email Address:
esther@dwightpatterson.co.uk
Subject Line:
"Use job title as subject of the email."