Relationship Officer

• Client Acquisition & Portfolio Growth: Proactively identify and onboard new HNI and institutional clients to grow the firms total Assets Under Management (AUM).
  

• Relationship Management: Serve as the primary point of contact for an assigned portfolio of clients ensuring a high level of service trust and retention.
  

• Financial Advisory: Conduct thorough financial needs assessments for clients and recommend suitable Regius Assets products (e.g. Mutual Funds Fixed Income Private Equity) that align with their risk profiles and investment goals.
  

• Market Insight: Stay updated on local and global financial market trends regulatory changes and competitive products to provide informed advice to clients.
  

• Cross-Selling: Identify opportunities to offer additional financial products and services to existing clients to deepen the relationship.
  

• Reporting & Documentation: Maintain accurate client records prepare periodic portfolio performance reports and ensure all KYC (Know Your Customer) and onboarding documentation is up to date and compliant.
  

• Brand Representation: Represent Regius Assets at industry events networking forums and client meetings to enhance the firms market presence.
  

Education & Experience

• Bachelors degree in Finance Economics Business Administration or a related field.
  

• 35 years of experience in relationship management wealth management or private banking within the financial services sector.
  

• Proven track record of managing a portfolio of HNI clients and meeting sales/AUM targets.
  

Knowledge & Skills

• Financial Literacy: Deep understanding of investment vehicles capital markets and wealth management principles.
  

• Sales & Negotiation: Strong ability to influence and close deals with sophisticated investors.
  

• Communication: Exceptional verbal and written communication skills with the ability to simplify complex financial concepts.
  

• CRM Proficiency: Experience using CRM tools to manage client pipelines and interactions.
  

Personal Attributes

• Professional Integrity: High ethical standards in handling client funds and confidential information.
  

• Self-Starter: A proactive approach to identifying leads and solving client issues.
  

• Polished Presence: Ability to engage confidently with C-suite executives and HNIs.
  

• Competitive base salary with a performance-driven commission structure.
  

• Access to a sophisticated suite of investment products.
  

• A collaborative and professional work environment in the heart of Lagos financial hub.