Wealth and Investment Relationship Manager

Job PurposeThe Wealth / Investment Relationship Manager is responsible for developing and managing relationships with individual and institutional clients to grow the bank’s wealth and investment portfolio. The role involves identifying clients’ financial goals, providing tailored investment solutions, cross-selling wealth products, and ensuring excellent client experience while complying with regulatory and internal policies.Key ResponsibilitiesClient Acquisition & Relationship ManagementIdentify, acquire, and manage relationships with high-net-worth individuals (HNWIs), mass affluent clients, SMEs, and institutional investors.Conduct in-depth financial and investment needs analysis to understand client objectives, risk appetite, and liquidity requirements.Develop personalized wealth management and investment solutions aligned with client goals.Maintain regular contact with clients to review portfolios, update on market trends, and identify new opportunities.Ensure high levels of client satisfaction through proactive relationship management and prompt service delivery.Business Development & Revenue GrowthAchieve assigned sales and revenue targets for wealth and investment products (mutual funds, fixed income instruments, structured deposits, treasury bills, bonds, etc.).Source and mobilize deposits and investments from both existing and new clients.Cross-sell relevant financial products such as insurance, loans, and digital investment platforms to enhance wallet share.Monitor market developments and competitor activities to identify new business opportunities.Portfolio Management & AdvisoryPrepare investment proposals and assist clients in making informed decisions based on market insights.Collaborate with the Investment and Treasury teams to execute investment transactions.Track and monitor client portfolios for performance, maturity, and reinvestment opportunities.Ensure periodic reporting and updates to clients on portfolio performance and market movements.Compliance & Risk ManagementAdhere strictly to KYC, AML/CFT, and all regulatory guidelines in all client dealings.Ensure all client documentation and onboarding processes are complete and accurate.Identify, assess, and report potential risks in client transactions and portfolios.Maintain confidentiality and integrity in handling client information.Location: LagosQualification: NCE/ND, HND, BSC.Experience: Minimum of 2-5 years in deposit mobilization, investment, or wealth management within the financial sector.Benefits:HMOPensionLeave Allowance13th Month Bonus