Wealth Managment

1 day ago

Lagos Island Local Government Area, Lagos, Nigeria Vale Finance Full time
The Team Lead – Wealth Management is responsible for managing and leading a team of wealth
management professionals to deliver exceptional wealth management solutions to high-net-worth
individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).
This role combines leadership, client relationship management, and strategic planning to grow the
private banking segment while ensuring the highest standards of service and compliance.
This role is pivotal in driving the growth of the wealth management business, fostering long-term client
relationships, and positioning the team as a trusted provider of bespoke financial solutions.

Key Responsibilities

• Lead, mentor, and manage a team of wealth management/ treasury sales officers, relationship
managers, and support staff.

• Set performance targets and ensure team members achieve or exceed individual and team
objectives.

• Provide ongoing coaching, training, and professional development to enhance team capabilities.

• Oversee the acquisition, retention, and growth of HNW and UHNW client relationships.

• Support team members in delivering personalized financial solutions, including wealth
management, investment advisory, and credit services.

• Serve as a point of escalation for complex client issues, ensuring timely and effective resolution.

• Develop fixed deposit and treasury savings propositions for Corporate and individual clients of
Vale, in collaboration with the Leadership Team.

• Generate new deposit liabilities of N60 Million monthly (N180 Million Quarterly). This shall
count towards a cumulative personal deposit target for the financial year. It, therefore, implies
that deposit liquidations/withdrawals from your personal portfolio in each month will
automatically form part of that month's sales target where the withdrawal happened on or
before the 15th, or form part of the subsequent month's target if the liquidation occurs later
than the 15th of the month.

• Recruit and manage a team of Treasury sales officers who will each generate new deposit
liabilities of N30-50 million monthly and subject to the cumulative sales target process indicated
above.

• Undertake relevant business development tasks as may be assigned by the senior leadership from time to time

  • Wealth Management Leader

    5 days ago

    Lagos Island Local Government Area, Lagos, Nigeria Vale Finance Full time

    The Team Lead – Wealth Management plays a pivotal role in driving the growth of Vale Finance's wealth management business. This position combines leadership, client relationship management, and strategic planning to deliver exceptional wealth management solutions to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).Key...

  • High-Net-Worth Client Relationship Manager

    4 days ago

    Lagos Island Local Government Area, Lagos, Nigeria Vale Finance Full time

    Vale Finance is seeking a highly motivated and experienced professional to fill the role of Team Lead – Wealth Management. This individual will be responsible for managing and leading a team of wealth management professionals to deliver exceptional wealth management solutions to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals...

  • Team Lead in Private Banking

    5 days ago

    Lagos Island Local Government Area, Lagos, Nigeria Vale Finance Full time

    The ideal candidate for this role will possess exceptional leadership skills, a deep understanding of private banking, and a proven track record of building long-term client relationships. As the Team Lead – Wealth Management, you will be responsible for managing and leading a team of wealth management professionals to deliver exceptional wealth management...

  • Wealth Management Strategist

    2 days ago

    Lagos, Lagos, Nigeria KimberlyRyanLimited Full time

    About the ClientKimberly Ryan Limited is a leading financial services provider. Our client empowers individuals and businesses with accessible and innovative financial solutions.Responsibilities:Develop and implement strategies to grow retail, corporate, and high-net-worth individual liabilities to support lending operations.Drive digital adoption and...

  • Head Wealth and Funds Management

    2 days ago

    Lagos, Lagos, Nigeria KimberlyRyanLimited Full time

    ABOUT THE CLIENTOur client is a leading financial services provider committed to empowering individuals and businesses with accessible and innovative financial solutions. Responsibilities:Develop and implement strategies to grow retail, corporate, and HNI liabilities to support the company's lending operations. Drive digital adoption and optimize digital...

  • Corporate Banking Leader

    2 days ago

    Lagos, Lagos, Nigeria KimberlyRyanLimited Full time

    Overview of the RoleKimberly Ryan Limited seeks an experienced leader to spearhead its wealth management and funds mobilization efforts.Key ResponsibilitiesDesign and implement strategic plans to boost liability growth across retail, corporate, and high-net-worth individual segments.Lead digital transformation initiatives and optimize channels for efficient...

  • Senior Financial Solutions Manager

    1 day ago

    Lagos, Lagos, Nigeria Vale Finance Full time

    Job DescriptionThe Senior Financial Solutions Manager will specialize in Business banking/ SME solutions at Vale Finance Limited. The role will be responsible for driving innovation, optimizing financial products, and delivering customer-centric solutions to the business banking sector.Key ResponsibilitiesUnderstand and execute the strategic vision for the...

  • Funds Mobilization Director

    2 days ago

    Lagos, Lagos, Nigeria KimberlyRyanLimited Full time

    About Kimberly Ryan LimitedOur client is a renowned financial institution dedicated to providing innovative financial solutions.Job DescriptionDevelop and execute strategies to enhance liability growth across retail, corporate, and high-net-worth individual segments.Promote digital transformation and streamline channels for seamless customer onboarding and...

  • Sme Product Manager

    1 day ago

    Lagos, Lagos, Nigeria Vale Finance Full time

    Summary As a SME Product Manager (Risk Asset), you will specialize in Business banking/ SME solutions at Vale Finance Limited. You will be responsible for driving innovation, optimizing financial products, and delivering customer-centric solutions to the business banking sector. The SME Product Manager will identify market needs, define product strategies,...

  • Business Banking Product Strategist

    23 hours ago

    Lagos, Lagos, Nigeria Vale Finance Full time

    Job OverviewVale Finance Limited seeks a Business Banking Product Strategist to join its team. The successful candidate will be responsible for developing and enhancing risk asset products, identifying market needs, and defining product strategies.Key ResponsibilitiesIdentify market needs and define product strategies to drive innovation and growth in the...

  • Risk Asset Portfolio Lead

    18 hours ago

    Lagos, Lagos, Nigeria Vale Finance Full time

    Role DescriptionThe Risk Asset Portfolio Lead will be responsible for driving innovation, optimizing financial products, and delivering customer-centric solutions to the business banking sector at Vale Finance Limited.Key ResponsibilitiesDrive innovation and optimize financial products to meet and exceed customer expectations.Develop and propose...

  • Wealth Managment

    5 days ago

    Lagos Island, Nigeria Vale Finance Full time

    The Team Lead – Wealth Management is responsible for managing and leading a team of wealth management professionals to deliver exceptional wealth management solutions to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). This role combines leadership, client relationship management, and strategic planning to grow the...

  • Head Wealth and Funds Management

    3 weeks ago

    Lagos, Nigeria KimberlyRyanLimited Full time

    ABOUT THE CLIENT Our client is a leading financial services provider committed to empowering individuals and businesses with accessible and innovative financial solutions. Responsibilities: Develop and implement strategies to grow retail, corporate, and HNI liabilities to support the company’s lending operations. Drive digital adoption and optimize...

  • Sme Product Manager

    21 hours ago

    Lagos, Nigeria Vale Finance Full time

    Summary As a SME Product Manager (Risk Asset), you will specialize in Business banking/ SME solutions at Vale Finance Limited. You will be responsible for driving innovation, optimizing financial products, and delivering customer-centric solutions to the business banking sector. The SME Product Manager will identify market needs, define product strategies,...