HEAD WEALTH MANAGEMENT
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Job Location:
Monthly Salary:
Posted on:
2 hours ago
Vacancies:
1 Vacancy
Job Summary
1. Strategic Leadership
- Develop and implement the wealth management strategy aligned with the firms overall business goals
- Lead business growth initiatives including market expansion and product development
- Identify new revenue streams and investment opportunities
2. Client Relationship Management
- Build and maintain relationships with High-Net-Worth Individuals (HNWIs) Ultra-HNWIs and institutional clients
- Serve as the primary advisor for key clients offering bespoke financial and investment solutions
- Ensure high levels of client satisfaction retention and trust
3. Portfolio & Investment Oversight
- Oversee client portfolios to ensure alignment with investment objectives and risk appetite
- Work closely with investment teams to design and deliver tailored asset allocation strategies
- Monitor market trends and adjust strategies accordingly
4. Business Development
- Drive client acquisition strategies and achieve AUM (Assets Under Management) growth targets
- Build partnerships with intermediaries family offices and corporate clients
- Represent the firm at industry events conferences and networking platforms
5. Team Leadership & Development
- Lead mentor and manage a team of relationship managers advisors and analysts
- Set performance targets and conduct regular reviews
- Foster a high-performance client-centric culture
6. Risk & Compliance Management
- Ensure all activities comply with regulatory requirements and internal policies
- Oversee client onboarding (KYC/AML) processes
- Manage operational and reputational risks within the division
7. Financial Performance
- Manage P&L responsibility for the wealth management division
- Track revenue profitability and cost efficiency metrics
- Prepare and present performance reports to senior management
Qualifications :
- Bachelors degree in Finance Economics Accounting or related field
- MBA or Masters degree (preferred)
- Relevant certifications:Chartered Financial Analyst (CFA)
- Chartered Institute of Stockbrokers (CIS)
- SEC-sponsored individual certification
Additional Information :
- 15 years experience in wealth/asset management
- Strong client network (HNWIs/UHNIs)
- Deep knowledge of Nigerian financial markets
- Strong understanding of:
- Nigerian fixed income market (FGN bonds NTBs)
- Equities market via Nigerian Exchange Group
- FX market dynamics and hedging strategies
- Knowledge of SEC rules and reporting requirements
- Portfolio construction and risk management expertise
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Bellforte Consulting is a strategic consulting firm integrating a full range of business consulting capabilities. Our partners are tested professionals with deep ‘sector-specific’ knowledge and the ability to lead and drive industry agenda.
