Wealth Manager, High-Net-Worth Individuals (HNI) at Zedcrest Capital Limited

Zedcrest Capital is a full service capital management firm, with core interests in fixed income securities trading, asset management and proprietary investments.

We are recruiting to fill the position below:

Job Title: Wealth Manager, High-Net-Worth Individuals (HNI)

Location: Abuja, Nigeria 
Job type: Full-time
Workplace Type: Onsite
Unit: Sales & Business Development
Reports to: Regional Head, Wealth Management

Job Summary 

• The Wealth Manager, HNI is responsible for acquiring, managing, and growing relationships with High-Net-Worth Individuals (HNWIs) by providing tailored wealth management and investment advisory solutions.
• The role focuses on preserving and growing clients' wealth through a deep understanding of their financial goals, risk appetite, and investment objectives while delivering an exceptional client experience. 

Responsibilities
Business Development:

• Identify, acquire, and onboard High-Net-Worth Individual (HNWI) clients through referrals, networking, strategic partnerships, and business development initiatives.
• Build and maintain a strong pipeline of prospective clients to achieve revenue and asset growth targets.
• Develop and execute strategies to increase Assets Under Management (AUM), revenue, and profitability.
• Cross-sell the organization's wealth management products and financial solutions.

Relationship Management:

• Develop trusted, long-term relationships with HNWI clients by understanding their financial needs, aspirations, and risk profiles.
• Conduct regular portfolio reviews and provide proactive recommendations aligned with clients' investment objectives.
• Deliver personalized financial planning and investment advisory services.
• Ensure a high level of client satisfaction through timely communication and exceptional service delivery. 

Investment Advisory:

• Recommend suitable investment opportunities across various asset classes, including fixed income, mutual funds, equities, structured products, alternative investments, and other approved investment solutions.
• Monitor market trends, economic developments, and investment opportunities to provide informed advice.
• Collaborate with investment and research teams to develop tailored investment strategies for clients.
• Educate clients on investment risks, returns, and market dynamics.

Portfolio Management:

• Monitor clients' investment portfolios to ensure alignment with agreed objectives.
• Identify opportunities for portfolio optimization and diversification.
• Support clients in wealth preservation, succession planning, and long-term financial planning.

Compliance & Risk Management:

• Ensure all client onboarding activities comply with regulatory requirements, Know Your Customer (KYC), and Anti-Money Laundering (AML) guidelines.
• Maintain complete and accurate client records and documentation.
• Adhere to all internal policies, investment governance standards, and regulatory requirements.
• Escalate compliance or operational risks promptly.

Stakeholder Management:

• Collaborate with Product, Investment, Operations, Compliance, and Customer Experience teams to deliver seamless client service.
• Build strategic relationships with external partners and professional networks to generate new business opportunities.

Requirements 

• Bachelor's Degree in Finance, Economics, Business Administration, Accounting, or a related discipline.
• Master's degree or MBA is an added advantage.
• Professional certifications such as CIS, CFA, CFP, CWM, CISI, or relevant wealth management certifications are an added advantage.
• Must have 5–8 years' experience in Wealth Management, Private Banking, Investment Advisory, Asset Management, Relationship Management, or Financial Services.
• Proven experience managing High-Net-Worth Individual (HNWI) portfolios.
• Demonstrated track record of business development and meeting investment or sales targets.
• Knowledge of wealth management principles and financial planning.
• Result oriented.
• Strategic thinking and leadership capabilities.

Must have skills:

• Relationship Management
• Wealth Management
• Investment Advisory
• Capital Markets Knowledge
• Commercial Acumen
• Client-Centric Mindset
• Influencing and Negotiation
• Strategic Thinking
• Emotional Intelligence
• Attention to Detail
• Time Management
• Regulatory Compliance (KYC/AML/SEC)
• Knowledge of Nigerian capital markets and investment regulations

Application Closing Date
Not Specified.

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