Wealth Manager

HIRING

Wealth Manager | Dunn & Braxton

📍 Location: Lagos
Job Type: Full-time
Qualification: BA/BSc/HND
Experience: Minimum 3 years
Compensation: Competitive salary + performance-based bonuses

About the Role

Dunn & Braxton is recruiting for a client seeking an experienced Wealth Manager to acquire and manage high-net-worth clients, mobilise deposits, grow investment portfolios and provide tailored financial advisory services.

Key Responsibilities

• Acquire and manage high-net-worth, affluent and institutional clients.
• Drive deposit mobilisation through fixed deposits and investment products.
• Assess clients' financial needs and recommend suitable investment strategies.
• Build strong client relationships to encourage retention, repeat business and referrals.
• Achieve monthly and quarterly sales and deposit mobilisation targets.
• Monitor investment performance and provide clients with relevant market updates.
• Prepare sales, performance and client reports.
• Ensure compliance with regulatory requirements and internal policies.

Requirements

• Minimum of 3 years' experience in deposit mobilisation, fixed deposit sales, wealth management, investment sales or investment banking.
• Proven ability to mobilise deposits and manage a transferable portfolio of affluent and high-net-worth clients.
• Strong knowledge of financial products, investment markets and wealth management strategies.
• Proven record of achieving sales and revenue targets.
• Excellent business development, negotiation and relationship management skills.
• Strong communication, organisational and time-management skills.
• High integrity, professionalism and ability to work independently.

Benefits

• Performance-based bonuses.
• Health and wellness benefits.
• Collaborative work environment and growth opportunities.

📧 Apply via: https://dunnandbraxton.zohorecruit.com/jobs/Careers/595610000017651001/Wealth-Manager-Digital-Financial-Company