Wealth Manager

3 days ago

Lagos, Lagos, Nigeria Chioma Full time ₦1,200,000 - ₦3,600,000 per year

Koins Bank, a member of Primera Africa Group, is a fully licensed microfinance bank dedicated to providing innovative financial solutions to businesses and individuals. Our goal is to enhance financial inclusion by offering a comprehensive suite of services tailored to meet the diverse needs of our clients. As a wealth manager you are expected to mobilize fixed deposits, manage high-value client relationships, drive investment product sales, and support the bank's liability growth strategy.

DUTIES AND RESPONSIBILITIES

  • Achieve 100% of monthly deposit mobilisation target of 100m in monthly net growth

  • Manage cost of funds within the approved limits

  • Identify, prospect, and onboard High Net-worth Individuals (HNIs), corporate, and institutional clients for deposit mobilisation.

  • Promote and structure Fixed Deposit, Savings, and Investment products in line with bank pricing and risk guidelines.

  • Maintain strong, professional client relationships through regular engagement and portfolio reviews.

  • Prepare and present investment proposals, indicative offers, and term sheets to clients.

  • Track market interest rates and competitor offerings to support pricing decisions.

  • Ensure proper documentation, KYC compliance, and adherence to internal credit and risk policies.
    • Achieve monthly and quarterly liability mobilisation targets.

  • Collaborate with Operations, Finance, and Compliance to ensure seamless transaction processing.
    • Prepare weekly/monthly business development performance reports.

KEY QUALIFICATIONS & REQUIREMENTS

  • Bachelor's Degree in Finance, Economics, Business or related field.
  • Minimum of 2–5 years experience in deposit mobilisation/wealth management (preferably in Microfinance Banks, commercial bank, asset management or investment finance).
  • Strong existing network of HNIs and corporate clients.
  • Excellent communication, negotiation, and relationship management skills.
  • Strong understanding of investment products, treasury, and market rates.

Job Type: Full-time

  • Wealth Manager

    3 days ago

    Lagos, Lagos, Nigeria Credpal Full time ₦1,200,000 - ₦2,400,000 per year

    Credpal is an innovative solution that seeks to combat the ever complex loan approval process that has deterred millions from achieving specific goals over the years. We believe quality of life can be drastically improved if individuals can easily make purchases and pay overtime at their convenience with reduced or no financial pressure, while also...

  • Wealth Manager

    3 days ago

    Lagos, Lagos, Nigeria CredPal (YC W19) Full time $60,000 - $120,000 per year

    CredPal is a leading financial technology company that offers a comprehensive range of financial solutions, including credit cards and investment opportunities, to empower individuals. Our mission is to revolutionize access to credit and investment, enabling individuals to take charge of their financial well-being.Job Title: Wealth ManagerJob Type: Full...

  • Wealth Manager

    5 days ago

    Lagos, Lagos, Nigeria ipNX Nigeria Limited Full time ₦5,000,000 - ₦15,000,000 per year

    We are seeking a skilled and client-focusedWealth Managerto manage high-net-worth (HNW) and ultra-high-net-worth (UHNW) client portfolios, deliver tailored financial advice, and build long-term wealth strategies. The ideal candidate combines strong analytical ability with excellent relationship management skills and a deep understanding of investment...

  • Wealth Manager

    5 days ago

    Lagos, Lagos, Nigeria KOINS MICROFINANCE BANK Full time ₦1,500,000 - ₦3,000,000 per year

    Koins Microfinance Bank Limited is a fully licensed technology and impact-driven microfinance bank that focuses on driving financial inclusion. Loans / Savings/ Investments.We are recruiting to fill the position below: Job Position: Wealth ManagerJob Location: Victoria Island, LagosEmployment Type: Full-timeJob DescriptionThe Wealth Manager will be...

  • Wealth Manager

    5 days ago

    Lagos, Lagos, Nigeria Alert Group Full time ₦1,500,000 - ₦3,000,000 per year

    Company DescriptionAlert Group consists of two subsidiaries dedicated to empowering businesses in Nigeria. Alert Microfinance Bank (MFB) is a profitable, deposit-taking institution based in Lagos, with a mission to support Micro and SME entrepreneurs through customized financial services. Auto Bucks, the second subsidiary, is a non-deposit-taking...

  • Head of Wealth Management

    3 days ago

    Lagos, Lagos, Nigeria TRO-VEST Capital Partners Full time ₦120,000 - ₦240,000 per year

    Company DescriptionTRO-VEST Capital Partners is a well-established financial service hub with a strategic focus on the consumer lending space. Our diverse operations span Investment Banking, Retail Banking, Wealth Management, Micro Lending, Payment Service Banking, Consumer Lending, and Fintech solutions. We are dedicated to providing innovative financial...

  • Head of Wealth Management

    5 days ago

    Lagos, Lagos, Nigeria Bucksfield Asset Management Limited Full time ₦4,000,000 - ₦12,000,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time, on-site role located in Lagos for a Head of Wealth Management. The role involves overseeing and managing the wealth management division, fostering strong business relationships with clients, and ensuring alignment with investment strategies. Responsibilities also...

  • Head of Wealth Management

    3 days ago

    Lagos, Lagos, Nigeria Sterling Nexus Group Full time ₦1,500,000 - ₦3,000,000 per year

    Company DescriptionSterling Nexus an indigenous HR Solution and Advisory Services firm specialized in delivering strategic HR Consulting is currently hiring for Head,Wealth Management.Role DescriptionAs the Head, Wealth Management, you will be responsible for leading a team of professionals/sales people to acquire mass affluent, high net worth and Ultra High...

  • Wealth Manager

    5 days ago

    Lagos, Lagos, Nigeria Sycamore Full time ₦6,000,000 - ₦12,000,000 per year

    Wealth Manager (PortHarcourt)Sycamore.NGAccounting, Auditing & FinanceLagos Full TimeBanking, Finance & Insurance ConfidentialMinimum Qualification :Experience Level : Senior levelExperience Length : 5 yearsJob Description/RequirementsResponsibilitiesPromote and sell Sycamore's asset management products (e.g., bonds, commercial papers, treasury bills, and...

  • Wealth Advisor/Senior Wealth Advisor

    5 days ago

    Lagos, Lagos, Nigeria Maurice Xandra Solutions Full time ₦3,000,000 - ₦10,000,000 per year

    Recruitment: Wealth Advisor (Mid-Level & Senior-Level)Location: LagosExperience Level:• Mid-Level: 3–5 Years• Senior-Level: 8–10 YearsAbout the RoleOur Client, an Asset Management Company is seeking highly skilled Mid-Level and Senior Wealth Advisors to strengthen their client advisory team and drive wealth growth strategies for high-net-worth...