Manage key strategic client relationships and act as escalation point for complex client needs.
Oversee the delivery of bespoke investment advisory services aligned with client objectives and risk profiles.
Ensure regular portfolio reviews and proactive client engagement across the team.
Maintain high client satisfaction retention and wallet share growth.
Investment Solutions & Product Governance
Collaborate with investment and product teams to design and deliver tailored wealth solutions.
Ensure suitability and appropriateness of all investment recommendations across the team.
Guide team members on portfolio structuring across equities fixed income mutual funds and alternative assets.
Regulatory Compliance & Risk Oversight
Ensure full compliance with the Investments and Securities Act 2025 SEC guidelines and Parthian Capitals policies.
Supervise KYC/AML processes client onboarding and documentation standards across the team.
Monitor adherence to client suitability requirements and ethical sales practices.
Mitigate regulatory reputational and operational risks within the function.
Client Experience & Service Excellence
Establish and enforce service standards to ensure superior client experience.
Monitor client feedback and implement improvements to service delivery.
Ensure timely delivery of client reporting portfolio updates and investment insights.
Market Intelligence & Strategic Positioning
Provide leadership on market insights macroeconomic trends and investment opportunities.
Guide the team in translating market intelligence into actionable client strategies.
Track competitor activities and refine go-to-market approaches accordingly.
Stakeholder Engagement & Brand Representation
Represent Parthian Capital at high-level client engagements industry events and investor forums.
Build relationships with key external stakeholders including corporates family offices and professional networks.
Collaborate with marketing to enhance brand positioning within the wealth segment.
Knowledge
Bachelors degree in any relevant discipline
Strong experience in wealth management private banking or investment advisory with focus on HNIs.
Proven track record of developing and managing HNI client portfolios.
Knowledge of investment products including equities fixed income mutual funds derivatives and alternative investments.
Familiarity with KYC/AML requirements and ethical sales practicesfor financial services firms.
Minimum 7 - 10 years experience in sales business development or wealth management with at least 4 years in the asset management or financial industry.
Strong understanding ofThe Investments and Securities Act of 2025 and SEC guidelines on investment sales and client advisory.
Skills
Strong sales and business development capabilities.
Excellent interpersonal and relationship management skills.
High level of professionalism integrity and discretion.
Strong analytical and financial advisory skills.
Client-first mindset with exceptional-service orientation.
Ability
Strong ethical standards and ability to comply with all regulatory requirements.
Capacity to work independently while collaborating effectively with internal teams.
Ability to interpret and implement SEC investment sales guidelines and customer risk profiling protocols.
Strong leadership and team management abilities to drive performance and motivate sales teams.
Ability to develop and maintain long-term relationships with HNIs and financial advisors.
Ability to communicate complex financial concepts simply and effectively.
Required Experience:
Manager
Business Development & Revenue LeadershipLead the development and execution of wealth management strategies to drive AUM growth and revenue generation.Own and deliver on team sales targets ensuring consistent achievement of revenue and client acquisition goals. Build and maintain a strong pipeline o...
Business Development & Revenue Leadership
Lead the development and execution of wealth management strategies to drive AUM growth and revenue generation.
Own and deliver on team sales targets ensuring consistent achievement of revenue and client acquisition goals.
Build and maintain a strong pipeline of HNI Ultra-HNI and corporate clients.
Identify new business opportunities partnerships and market segments
Team Leadership & Performance Management
Lead supervise and mentor a team of Wealth Advisors/Relationship Managers.
Set clear performance targets KPIs and accountability structures for team members.
Conduct regular performance reviews coaching sessions and capability development initiatives.
Drive a high-performance sales-driven and client-centric culture within the team.
Manage key strategic client relationships and act as escalation point for complex client needs.
Oversee the delivery of bespoke investment advisory services aligned with client objectives and risk profiles.
Ensure regular portfolio reviews and proactive client engagement across the team.
Maintain high client satisfaction retention and wallet share growth.
Investment Solutions & Product Governance
Collaborate with investment and product teams to design and deliver tailored wealth solutions.
Ensure suitability and appropriateness of all investment recommendations across the team.
Guide team members on portfolio structuring across equities fixed income mutual funds and alternative assets.
Regulatory Compliance & Risk Oversight
Ensure full compliance with the Investments and Securities Act 2025 SEC guidelines and Parthian Capitals policies.
Supervise KYC/AML processes client onboarding and documentation standards across the team.
Monitor adherence to client suitability requirements and ethical sales practices.
Mitigate regulatory reputational and operational risks within the function.
Client Experience & Service Excellence
Establish and enforce service standards to ensure superior client experience.
Monitor client feedback and implement improvements to service delivery.
Ensure timely delivery of client reporting portfolio updates and investment insights.
Market Intelligence & Strategic Positioning
Provide leadership on market insights macroeconomic trends and investment opportunities.
Guide the team in translating market intelligence into actionable client strategies.
Track competitor activities and refine go-to-market approaches accordingly.
Stakeholder Engagement & Brand Representation
Represent Parthian Capital at high-level client engagements industry events and investor forums.
Build relationships with key external stakeholders including corporates family offices and professional networks.
Collaborate with marketing to enhance brand positioning within the wealth segment.
Knowledge
Bachelors degree in any relevant discipline
Strong experience in wealth management private banking or investment advisory with focus on HNIs.
Proven track record of developing and managing HNI client portfolios.
Knowledge of investment products including equities fixed income mutual funds derivatives and alternative investments.
Familiarity with KYC/AML requirements and ethical sales practicesfor financial services firms.
Minimum 7 - 10 years experience in sales business development or wealth management with at least 4 years in the asset management or financial industry.
Strong understanding ofThe Investments and Securities Act of 2025 and SEC guidelines on investment sales and client advisory.
Skills
Strong sales and business development capabilities.
Excellent interpersonal and relationship management skills.
High level of professionalism integrity and discretion.
Strong analytical and financial advisory skills.
Client-first mindset with exceptional-service orientation.
Ability
Strong ethical standards and ability to comply with all regulatory requirements.
Capacity to work independently while collaborating effectively with internal teams.
Ability to interpret and implement SEC investment sales guidelines and customer risk profiling protocols.
Strong leadership and team management abilities to drive performance and motivate sales teams.
Ability to develop and maintain long-term relationships with HNIs and financial advisors.
Ability to communicate complex financial concepts simply and effectively.
Parthian Partners is a leading Nigerian financial services provider, licensed by the Securities and Exchange Commission (SEC) and established in 2012. We leverage technology and expertise to empower a diverse clientele across the financial landscape. Our core strength lies in providin
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Job Location:
Monthly Salary:
Posted on:
17 hours ago
Vacancies:
1 Vacancy
