About the Role
Alert Microfinance Bank Limited is a rapidly growing financial institution renowned for excellent service delivery, robust IT infrastructure, and sound corporate governance. We are currently seeking a dynamic and target-driven Wealth Manager (Sales) to join our professional team in Lagos. In this role, you will play a pivotal part in expanding our portfolio by acquiring new clients and nurturing existing relationships, delivering exceptional wealth management solutions tailored to the Nigerian financial landscape.
Key Responsibilities- Work directly with individual and high-net-worth business clients to assess financial goals and current financial positions.
- Design, implement, and monitor comprehensive wealth management and investment strategies.
- Recommend suitable investment products, optimal portfolios, and integrated insurance solutions.
- Conduct regular client meetings, portfolio reviews, and performance reporting to adapt strategies to changing market conditions.
- Drive business development initiatives and collaborate with internal teams across the Alert Group for integrated financial solutions.
- Ensure strict compliance with regulatory guidelines, including SEC and CBN policies, as well as internal bank frameworks.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field; professional certifications such as CFA or CFP are an added advantage.
- Proven professional experience in wealth management, private banking, investment advisory, or financial sales within the financial services sector.
- Strong expertise in financial planning, investment management, and risk mitigation through insurance solutions.
- Deep familiarity with Nigerian financial markets, macroeconomic trends, and relevant regulatory environments.
- Exceptional communication, negotiation, and interpersonal skills with a proven track record in client acquisition and relationship management.
- Strong analytical, quantitative, and problem-solving abilities with high attention to detail.
- Competitive salary with attractive sales commission structures and performance bonuses.
- Comprehensive health insurance and medical benefits for employees and dependents.
- Continuous professional development, training sponsorships, and career advancement opportunities.
- A collaborative, dynamic, and customer-focused work environment within a leading microfinance institution.