Senior Wealth Manager at Katsu Microfinance Bank - Sabi

Katsu, one of Sabi's business units, is a licensed microfinance bank focused on delivering modern, efficient financial services through digital channels. We aim to bridge the financial inclusion gap by providing accessible banking services to both businesses and individuals. Our approach combines digital transformation, financial inclusion initiatives, and strong risk management to create a comprehensive banking platform offering a wide range of services from basic banking to other advanced features. The bank emphasizes technological innovation while maintaining strong regulatory compliance and security measures. We aim to contribute to economic growth and development within the communities we serve. 

We are recruiting to fill the position below:

Job Title: Senior Wealth Manager

Location: Victoria Island, Lagos
Job Schedule: Full time

Job Summary

• We are seeking an experienced Senior Wealth Manager, who will be responsible for driving high-value customer acquisition, portfolio growth, advisory excellence, and relationships management for affluent and upper–mass market customers.
• This role leads business development efforts, manages large ticket portfolios, and supports the overall growth strategy of the Wealth team by generating sustainable monthly revenue contributions.
• The successful candidate will play a critical role mentoring other Wealth Managers and collaborate closely with leadership to shape customer experience and product performance.

What You Will be Doing
Client Acquisition & Portfolio Growth:

• Source, acquire, and onboard high-value customers (HNI/upper mass market) into the bank’s wealth portfolio.
• Deliver consistent monthly business targets in line with team objectives.
• Build and manage a strong pipeline of prospects through networks, referrals, events, and market intelligence.
• Lead strategic initiatives to grow deposits, investment, and credit-linked wealth products.

Relationship Management & Advisory:

• Provide tailored financial advisory services based on client needs, goals, and risk appetite.
• Conduct regular portfolio reviews to optimize client satisfaction and retention.
• Ensure prompt resolution of client issues while delivering premium customer experience.
• Maintain high professional standards and strong compliance with advisory processes.

Business Strategy and Revenue Delivery:

• Contribute to the development of wealth products and go-to-market strategies.
• Drive revenue growth through deposits, investment products, structured wealth solutions, and SME-linked offerings.
• Collaborate with Finance and Product teams to align offerings with customer needs.

Team Leadership and Mentorship:

• Provide guidance, coaching, and performance support to Wealth Managers and Analysts.
• Support team-based performance tracking and help improve conversion ratios.
• Share market insights and best practices within the team.

Compliance and Risk Management:

• Ensure adherence to regulatory guidelines (CBN, AML/CFT, Data Privacy).
• Maintain clean KYC, onboarding, and documentation standards.
• Identify and escalate potential compliance or operational risks.
• Ensure ethical sales practices across all client interactions

Reporting and Performance Monitoring:

• Prepare weekly and monthly business performance updates.
• Maintain accurate records of client engagements and portfolio performance.
• Use CRM and internal tools to ensure data completeness and reporting accuracy.

Requirements
Special Skills and Qualifications:

• Bachelor’s Degree in Finance, Business Administration, Economics, or related fields.
• 6–10 years and above of relevant experience in Wealth Management, Funds Mobilization, Private or Affluent Banking.
• Proven track record in meeting large monthly targets.
• Greater than 80% month on month customer retention.
• Strong networks within affluent and business communities.
• Strong experience leveraging digital platforms for customer acquisition and retention.
• Solid experience managing high-value portfolios and advisory relationships.
• Excellent relationship management and networking skills.
• Strategic thinking and financial acumen.
• Strong analytical and problem-solving skills.
• Exceptional communication negotiation, and stakeholder engagement skills.

Candidate Specification:

• Motivated by the mission of Katsu
• Confident, polished, and articulate professional
• Self-driven, entrepreneurial, and target oriented
• Ability to influence high-value clients and corporate networks.
• Strong sales and relationship management skills.
• Business-oriented mindset with risk awareness.
• High integrity and strong ethical conduct
• Strong leadership attitude and teamwork orientation

Application Closing Date
Not Specified.

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

Our Process

• Prescreening with the Talent team
• Interviews and Case Assessments with the Hiring team.
• Follow up interviews with Katsu Leadership team.
• Hiring Decision