Head, High Value Client (HVC) Management at Alan & Grant

Alan & Grant - Our client is recruiting to fill the position below:

Job Title: Head, High Value Client (HVC) Management

Location: Lagos
Job type: Full-time

Job Description

• Our client is seeking a Head of High Value (HVC) Client Management to lead the strategy, growth, and performance of the HVC segment across all ARM subsidiaries.
• This role is responsible for managing relationships with High Net Worth (HNW), Ultra High Net Worth (UHNW) clients, and Family Offices.
• The ideal candidate will drive asset and revenue growth while delivering tailored solutions in financial planning, private wealth management, securities brokerage, and estate planning.
• Strong leadership skills and a proven track record of serving high-value clients are essential for success in this role.

Key Responsibilities

• Set and Lead HVC Strategy: Develop and execute a unified strategy to grow the HVC segment, ensuring alignment with the group’s overall sales goals.
• Client Experience Leadership: Design tailored engagement strategies for HNW/UHNW clients and Family Offices, ensuring seamless and valuable client experiences across all business lines.
• Drive Growth: Lead efforts to increase assets under management (AUM), boost revenue, and improve client retention through acquisition, cross-selling, and deeper client relationships.
• Build a Strong HVC Team: Lead a high-performing advisory team, set clear performance targets, drive internal training, and promote a culture of accountability and client-focus.
• Own HVC P&L: Manage revenue growth, control costs, and ensure strong financial performance across the HVC portfolio.
• Customized Wealth Solutions: Work with product specialists to deliver personalized investment portfolios, estate plans, trusts, and succession strategies aligned with client goals.
• Market & Portfolio Insights: Stay informed on market trends, share insights, and guide both clients and team members with expert recommendations.
• Risk & Compliance Oversight: Ensure all client activities meet regulatory standards, manage portfolio risks, and maintain accurate documentation. Collaborate closely with legal and risk teams to uphold strong governance.

Requirements

• Bachelor’s degree in finance, Business Administration, Economics, or a related field. A master’s degree or relevant professional certification (e.g., CFA, CISI, CFP) is preferred.
• 15+ years of experience in private wealth management or financial services, including at least 5 years in a senior client-facing or leadership role.
• Demonstrated success in managing HNW relationships and delivering integrated financial solutions.
• Experience working across multiple business lines or within a group structure is an advantage.
• Strong knowledge of financial markets and investment products.
• Excellent communication, negotiation, and presentation skills.
• High ethical standards and a commitment to maintaining client confidentiality.

Salary
N250,000 - N300,000 Monthly.

Application Closing Date
Not Specified.

How to Apply
Interested and qualified candidates should:
Click here to apply online