Team Lead, Private Wealth Management at a Leading Asset Management Firm - Alan & Grant

Alan & Grant - Our client, a leading asset management firm in Nigeria, is recruiting to fill the position below:

Job Title: Team Lead, Private Wealth Management

Location: Lagos
Employment Type: Full Time

Job Summary

• The Team Lead, Private Wealth Management, is responsible for overseeing a team of relationship managers across all ARM Subsidiary businesses dedicated to serving high-net-worth individuals (HNWIs).
• The role involves driving assets and revenue growth and ensuring client retention through excellent service standards.
• The successful candidate will possess deep financial expertise, strong leadership ability, and experience in managing HNWI relationships within a structured wealth management environment.

Key Responsibilities

• Assets and Revenue growth:
  • Drive asset and revenue growth through new client acquisition, client retention, and share of wallet expansion; delivering customized solutions in financial planning, investment management, securities brokerage, and estate planning.
• Client Relationship Management:
  • Serve as a trusted wealth advisor, managing and growing a portfolio of high-net-worth clients by delivering tailored investment, brokerage and estate planning solutions. The ideal candidate must also conduct regular client reviews and ensure satisfaction and long-term engagement.
• Team Leadership and Performance:
  • Lead, coach, and supervise a high performing team of wealth and relationship-focused managers.
  • Set performance targets and foster a culture of individual and team accountability and client-centricity
  • Drive internal training and performance reviews to strengthen expertise in investment advisory, wealth management, and team professional development.
• Product and Portfolio Oversight:
  • Ensure portfolios are aligned with client objectives, risk appetite, and regulatory requirements.
  • Collaborate with product specialist teams to offer personalized wealth solutions.
  • Guide the structuring of investment portfolios, trusts, estate plans, and succession strategies.
  • Stay informed about market trends, economic conditions, and industry developments.
• Compliance & Risk Management:
  • Maintain accurate and complete client records and ensure team compliance with internal policies and regulatory guidelines (e.g., KYC,suitability, documentation).

Requirements

• Professional certifications (e.g., CFA, CFP, CIS) are an added advantage.
• 10+ years of experience in private wealth management, private banking, or wealth advisory roles.
• Proven ability to manage HNWI relationships and lead a successful client-facing team.
• Experience in structured financial services or relationship-based roles within sectors like banking, or luxury services.
• Deep knowledge of the HNW client landscape, financial planning, estate planning, tax  strategy, and private trust structures.
• Strong sales and relationship management skills
• Strong interpersonal, presentation, and negotiation skills.
• Knowledge of investment and financial products
• High emotional intelligence and ability to build long-term client relationships.
• Digital savvy with understanding of customer acquisition tools and platforms
• Analytical mindset with ability to interpret performance data
• Excellent communication and leadership skills
• Ability to manage performance and drive accountability.

Application Closing Date
Not Specified.

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