1. Strategic Leadership
- Develop and implement the wealth management strategy aligned with the firm’s overall business goals
- Lead business growth initiatives, including market expansion and product development
- Identify new revenue streams and investment opportunities
2. Client Relationship Management
- Build and maintain relationships with High-Net-Worth Individuals (HNWIs), Ultra-HNWIs, and institutional clients
- Serve as the primary advisor for key clients, offering bespoke financial and investment solutions
- Ensure high levels of client satisfaction, retention, and trust
3. Portfolio & Investment Oversight
- Oversee client portfolios to ensure alignment with investment objectives and risk appetite
- Work closely with investment teams to design and deliver tailored asset allocation strategies
- Monitor market trends and adjust strategies accordingly
4. Business Development
- Drive client acquisition strategies and achieve AUM (Assets Under Management) growth targets
- Build partnerships with intermediaries, family offices, and corporate clients
- Represent the firm at industry events, conferences, and networking platforms
5. Team Leadership & Development
- Lead, mentor, and manage a team of relationship managers, advisors, and analysts
- Set performance targets and conduct regular reviews
- Foster a high-performance, client-centric culture
6. Risk & Compliance Management
- Ensure all activities comply with regulatory requirements and internal policies
- Oversee client onboarding (KYC/AML) processes
- Manage operational and reputational risks within the division
7. Financial Performance
- Manage P&L responsibility for the wealth management division
- Track revenue, profitability, and cost efficiency metrics
- Prepare and present performance reports to senior management
Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, or related field
- MBA or Master’s degree (preferred)
- Relevant certifications:Chartered Financial Analyst (CFA)
- Chartered Institute of Stockbrokers (CIS)
- SEC-sponsored individual certification
Additional Information
- 15+ years’ experience in wealth/asset management
- Strong client network (HNWIs/UHNIs)
- Deep knowledge of Nigerian financial markets
- Strong understanding of:
- Nigerian fixed income market (FGN bonds, NTBs)
- Equities market via Nigerian Exchange Group
- FX market dynamics and hedging strategies
- Knowledge of SEC rules and reporting requirements
- Portfolio construction and risk management expertise