WEALTH MANAGEMENT OFFICER AT ALERT MICROFINANCE BANK | BANKING JOBS IN LAGOS

About Company:

Alert Microfinance Bank is one of the most leading microfinance banks in Nigeria with deep coverage of major markets in Lagos State and its environ. We have been actively supporting the growth of several businesses; SME, Private, Public etc via our financial services.

Job Description:

We are seeking a highly motivated and results-oriented Wealth Management Officer to join our team in Lagos. In this pivotal role, you will be responsible for driving investment mobilization and cultivating high-value relationships with High-Net-Worth Individuals (HNIs) and corporate clients. You will serve as a trusted financial advisor, helping our clients reach their financial objectives through tailored investment solutions. If you have a deep understanding of capital markets, a track record of successful client acquisition, and a passion for financial excellence, we invite you to help us expand our asset management footprint.

Requirements:

• Business Development: Actively drive client acquisition and investment mobilization efforts to expand our investor base.

• Relationship Management: Build and nurture long-term, trust-based relationships with HNIs, corporate clients, and strategic investors.

• Advisory Services: Analyze client financial goals and recommend suitable investment products, including fixed income, mutual funds, structured products, and alternative investments.

• Portfolio Management: Conduct regular portfolio reviews, manage client retention, and ensure clients receive proactive service and timely market insights.

• Team Collaboration: Partner with the broader Investment and Wealth Management teams to deliver seamless, exceptional service.

• Compliance & Risk: Ensure full adherence to KYC, AML, SEC, and all internal regulatory requirements to safeguard both the firm and the client.

• Pipeline Management: Maintain and grow a robust pipeline of prospective investors and business opportunities.

Qualifications and Skills:

• Education: Bachelor’s Degree in Finance, Economics, Accounting, Business Administration, Marketing, or a related field.

• Professional Advantage: Relevant certifications such as CIS, CFA (Level I), ACA, or similar qualifications are highly preferred.

• Experience: 3–5 years of experience in Wealth Management, Investment Advisory, Asset Management, Banking, Private Banking, or Capital Markets.

Salary

Application Closing Date: Not specified

Application Instructions:

Interested and qualified candidates should send their resume to: career@alertgroup.com.ng using the Job Position as the subject of the mail.