Team Lead, Private Wealth Management (Abuja, lagos)
Team Lead, Private Wealth Management (Abuja, lagos)
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Job Description
- Assets and Revenue growth. Drive asset and revenue growth through new client acquisition client retention and share of wallet expansion; delivering customized solutions in financial planning investment management securities brokerage and estate planning.
- Client Relationship Management. Serve as a trusted wealth advisor managing and growing a portfolio of high-net-worth clients by delivering tailored investment brokerage and estate planning solutions. The ideal candidate must also conduct regular client reviews and ensure satisfaction and long-term engagement.
- Team Leadership & Performance o Lead coach and supervise a high performing team of wealth and relationship focused managers. o Set performance targets and foster a culture of individual and team accountability and client-centricity o Drive internal training and performance reviews to strengthen expertise in investment advisory wealth management and team professional development.
- Product & Portfolio Oversight o Ensure portfolios are aligned with client objectives risk appetite and regulatory requirements.
- Collaborate with product specialist teams to offer personalized wealth solutions.
- Guide the structuring of investment portfolios trusts estate plans and succession strategies
- Stay informed about market trends economic conditions and industry developments.
- Compliance & Risk Management. Maintain accurate and complete client records and ensure team compliance with internal policies and regulatory guidelines (e.g. KYC suitability documentation).
COMPETENCIES SKILLS & ABILITIES
Deep knowledge of the HNW client landscape financial planning estate planning tax strategy and private trust structures.
Strong sales and relationship management skills
Strong interpersonal presentation and negotiation skills.
Knowledge of investment and financial products
High emotional intelligence and ability to build long term client relationships.
Digital savvy with understanding of customer acquisition tools and platforms
Analytical mindset with ability to interpret performance data
Excellent communication and leadership skills
Ability to manage performance and drive accountability
QUALIFICATION & EXPERIENCE
Bachelors degree in finance Economics Business Administration or a related field.
Professional certifications (e.g. CFA CFP CIS) are an added advantage.
10 years of experience in private wealth management private banking or wealth advisory roles.
Proven ability to manage HNWI relationships and lead a successful client-facing team.
Experience in structured financial services or relationship-based roles within sectors like banking or luxury services
Employment Type
Full-Time
