Wealth Manager Job at ResumeSurge

ResumeSurge - Our client, a growing player in the Asset Management sector, is recruiting to fill the position below:

Job Position: Wealth Manager

Job Location: Lagos
Employment Type: Full-time

Description

• Are you an ambitious and results-driven wealth professional with a deep understanding of investment products and client relationship management? Do you thrive on helping clients grow their portfolios while driving sustainable revenue for your organisation?
• Our client, a growing player in the Asset Management sector, is seeking a Wealth Manager to expand its client base, deepen relationships, and drive consistent financial growth through tailored investment strategies and high-value partnerships.

Key Duties and Responsibilities
Client Relationship Management:

• Build and maintain strong, long-term relationships with clients by understanding their financial goals, risk tolerance, and investment preferences.
• Strengthen relationships with existing clients while identifying and converting new prospects.
• Build a reliable referral and lead-generation network to expand the client portfolio.
• Schedule and attend business meetings with prospective clients to drive income generation.

Revenue Growth & Record Keeping:

• Analyse current and historical financial data to identify opportunities for revenue growth.
• Provide professional, trustworthy feedback and post-investment support to clients.
• Maintain accurate records of client engagements, sales activities, and revenue performance.

Market Strategy & Business Development:

• Conduct market research to identify new opportunities, emerging trends, and competitive activity.
• Collaborate with management to develop and execute business development and market expansion strategies.
• Prepare business proposals, investment presentations, and market analysis reports.
• Drive revenue through strategic upselling and cross-selling of the company’s products and services.

Ideal Candidate Profile

• Bachelor’s or Master’s degree in Social Sciences, Business Administration, Finance, or a related field.
• Minimum of 5–6 years of experience in Business Development, Sales, or Relationship Management within the financial sector.
• Proven experience in Asset Management products, investment sales, or portfolio growthis highly preferred.
• Strong ability to work independently with minimal supervision.

Skills & Competencies:

• Excellent negotiation and closing abilities
• Strong market research, strategy, and reporting skills
• Confident communicator with outstanding presentation skills
• Highly organised and results-oriented
• Proactive self-starter with a strong growth mindset
• Ability to work both independently and collaboratively.