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.
https://www.hotnigerianjobs.com/hotjobs/930293/wealth-manager-highnetworth-individuals-hni-at-zed.html