Wealth Manager Job at Swift and Allied Partners Limited

Swift and Allied Partners Limited is a customer-based finance company with headquarters in Lagos, Nigeria.

We are recruiting to fill the position below:

Job Position: Wealth Manager

Job Location: Lagos
Employment Type: Full-time

Key Objectives / Duties


  • Source appropriately priced and structured deposit liabilities for the company from retail and institutional sources
  • Manage wealth for HNI customers
  • Cultivate new HNI clientele on an on-going basis.
  • Meet assigned sales targets and quota
  • Cultivate and maintain courteous and efficient relationship with HNI clients.
  • Timely response to feedback and other customer related issues or requests.
  • Participate in creating new and better marketing based on field experience
  • Responsible for planning, managing, and coordinating the activities of the mobilization team to drive deposit mobilization.
  • Innovate and develop attractive value-added deposit products and marketing strategies based on field experience.
  • Generate leads for investment products

Requirements and Qualifications

  • Bachelor's Degree in Marketing, Business Management, Finance or any related field
  • At least 5 years of experience in a bank or a financial / treasury sector as a liability generation officer
  • Knowledge of banking, accounting, finance and tax
  • Presentation and Negotiation skills
  • Strong Verbal and written communication skills.

Method of Application
Interested and qualified candidates should forward their updated CV to: Saprecruitment@swiftallied.com using the Job position as the subject of the email.