Wealth Manager at Digitvant Microfinance Bank

Digitvant Microfinance Bank offers  comprehensive digital banking experience, featuring savings, loans, fund transfers, and online payments via our website and App. Our platform allows customers to manage their finances efficiently and access a wide range of personalised services to meet evolving needs.

We are recruiting to fill the position below:

Job Title: Wealth Manager

Location: Ikeja, Lagos
Employment Type: Full-time

About the role

• We are seeking a highly skilled and client focused Wealth Manager to join our team.
• The ideal candidate will be responsible for providing personalized financial advisory services, managing investment portfolios, and building long-term relationships with high net-worth and emerging affluent clients.
• This role requires strong analytical abilities, excellent communication skills, and a deep understanding of financial markets and wealth creation strategies.

Key Responsibilities

• Identify, onboard, and manage high net-worth and emerging affluent clients.
• Provide expert financial advisory and develop customized wealth management plans.
• Conduct comprehensive financial needs assessments for clients.
• Manage and monitor client investment portfolios to ensure alignment with financial goals.
• Achieve individual and team sales targets, including revenue goals.
• Recommend suitable investment products, insurance solutions, and wealth building opportunities.
• Build and maintain strong client relationships through regular reviews and communication.
• Stay updated on market trends, investment products, and regulatory changes.
• Collaborate with internal teams (Risk, Compliance, etc) to ensure quality service delivery.
• Prepare reports, proposals, and presentations for clients and management.

Requirements

• Bachelor’s Degree in Finance, Economics, Accounting, or any related field (Master’s or MBA is an advantage).
• Minimum of 3 – 5 years experience in wealth management, investment advisory, private banking, or related fields.
• Professional certifications such as CFA, ACCA, ICAN, CWM, or similar are an added advantage.
• Strong understanding of financial instruments, investment strategies, and market dynamics.
• Excellent analytical, communication, and interpersonal skills.
• Proven track record of managing client portfolios and meeting sales targets.
• High level of integrity, professionalism, and client-centric attitude.

Application Closing Date
30th December, 2025.