Sales Associate - HNI Banking at a Dynamic, Financial Services Institution - Alan & Grant

Alan & Grant - Our client is a dynamic, financial services institution offering a wide range of financial products and services to professionals and entrepreneurs across all sectors.

They are recruiting to fill the position below:

Job Title: Sales Associate - HNI Banking

Location: Lagos

Job Summary

• The Sales Associate – HNI Banking is responsible for acquiring and managing high net-worth individual (HNI) clients by offering tailored financial solutions.
• The role focuses on deepening client relationships, driving portfolio growth, and delivering exceptional, personalized banking services.

Key Responsibilities

• Identify and acquire high-net-worth clients through networking and referrals.
• Promote a range of wealth management and banking products tailored to HNI needs.
• Build and maintain strong, long-term client relationships.
• Manage client portfolios to drive deposits, investments, and revenue growth.
• Understand clients’ financial goals and provide customized solutions.
• Achieve assigned sales, revenue, and portfolio growth targets.
• Ensure a high level of service delivery and client satisfaction.
• Monitor market trends and provide insights to clients.
• Ensure compliance with all regulatory and internal policies.

Requirements

• Bachelor’s Degree in Finance, Business Administration, Economics, or related field.
• Minimum of 5 years’ experience in banking, with exposure to HNI/wealth management
• Proven track record in sales, portfolio growth, or client acquisition
• Strong understanding of investment and banking products
• Relevant professional certifications (e.g., CIS, CFA, or equivalent) are an advantage.

Application Closing Date
Not Specified.

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