Head, Wealth Management at Trustline Capital Limited

Trustline Capital - We are experts in financial management, delivering tailored investment solutions to individuals, institutions, and organizations. Our focus is on providing efficient and profitable fund management that fosters long-term wealth creation. We are committed to manage funds for investors all around Nigeria and in the diaspora with the desire to be the more reliable, trusted and efficient fund managers.

Our products are specially tailored for clients at various levels, this is fitted with our mission of building wealth for all. Our specialty surround Fund/Portfolio Management, Liquidity Management, Security Investment Banking, and Investment Advisory. We are a duly registered capital market player regulated by the SEC.

We are recruiting to fill the position below:

Job Title: Head, Wealth Management

Location: Lagos 
Employment Type: Full-time

Role Summary

• The Head of Wealth Management is responsible for driving the strategic growth, client acquisition, and portfolio performance of the wealth management division.
• The role oversees high-net-worth (HNW), ultra-high-net-worth (UHNW), and institutional client relationships, ensuring sustainable Assets Under Management (AUM) growth, superior client experience, and strong revenue generation.

Key Responsibilities
Strategic Leadership & Growth:

• Develop and execute the overall wealth management strategy aligned with company goals.
• Drive aggressive AUM growth through client acquisition, retention, and cross-selling.
• Identify new market opportunities, products, and client segments.
• Lead expansion into corporate, diaspora, and institutional wealth segments.

Client Acquisition & Relationship Management:

• Build and maintain relationships with HNW and UHNW clients.
• Originate large-ticket investments and structured deals.
• Oversee client onboarding, portfolio advisory, and lifecycle management.
• Act as a key relationship owner for top-tier clients.

Team Leadership & Performance Management:

• Lead, mentor, and manage Wealth Managers and Relationship Managers.
• Set performance targets (AUM, revenue, client acquisition).
• Drive a high-performance, sales-driven culture.
• Recruit, train, and retain top wealth management talent.

Investment & Product Oversight:

• Collaborate with investment teams to design attractive wealth products (fixed income, real estate-backed, structured notes).
• Ensure portfolios align with client risk profiles and market conditions.
• Drive distribution of proprietary products (e.g., fixed income notes, real estate investments).

Revenue & Profitability:

• Own revenue targets for the wealth division.
• Optimize fee structures, commissions, and margins.
• Ensure cost-to-income efficiency within the division.

Compliance & Risk Management:

• Ensure all activities comply with regulatory requirements (e.g., SEC guidelines).
• Maintain strong governance, risk controls, and ethical standards.
• Oversee KYC, AML, and client suitability processes.

Stakeholder Management:

• Collaborate with internal teams (investment, marketing, operations).
• Engage external partners such as banks, trustees, and institutional investors.
• Represent the firm at high-level meetings, events, and client forums.

Key Performance Indicators (KPIs)

• AUM Growth (monthly/annual targets)
• Revenue generation
• Client acquisition & retention rate
• Average portfolio size per client
• Product penetration rate
• Team productivity (AUM per RM)

Qualifications & Experience

• Bachelor’s Degree in Finance, Economics, Business, Marketing or related field (MBA is an advantage).
• 8–15 years experience in wealth management, asset management, or private banking.
• Proven track record of managing large AUM portfolios and HNW clients.
• Strong network of affluent clients and institutional investors.

Core Competencies:

• Strong leadership and team management
• Sales-driven and target-oriented mindset
• Deep understanding of investment products and financial markets
• Excellent relationship management and negotiation skills
• Strategic thinking and execution ability

Reporting Line:

• Reports to: Managing Director and dotted reporting to the GCEO
• Direct Reports: Wealth Managers, Relationship Managers, Team Leads, Digital Marketers, Media Team & Graphics.

Compensation Structure

• Fixed Salary (Highly competitive)
• Performance Bonus (linked to AUM & revenue)
• Annual incentives (profit share)
• 13th month salary
• HMO
• Pension
• Official car after 6months satisfactory work.

Application Closing Date
15th May, 2026.

How to Apply
Interested and qualified candidates should send their CV to: careers@trustlinecapitallimited.com using the job title as the subject of the email.