Wealth Officer

Wealth Officer 

Location: Lekki, Lagos
Salary: 600,000 - 800,000
Experience: Minimum of 5 years
Industry: Financial Services

Job Summary:

As a Wealth Officer Liability Generation, you will be responsible for identifying and managing relationships with high-net-worth individuals (HNIs), families, and institutions. Your focus will be to understand their financial needs and recommend solutions that generate liabilities (deposits) for the company. You will contribute to the firm's growth by ensuring excellent client service, business development, and revenue generation.

Key Responsibilities:

• Develop and execute strategies to generate liabilities (deposits) through wealth management solutions.

• Identify and onboard new clients, including HNIs, family offices, and institutions.

• Perform detailed financial assessments to understand client goals, risk appetite, and investment needs.

• Present tailored investment and deposit solutions that align with client objectives.

• Collaborate with internal finance and asset management teams to deliver comprehensive services.

• Keep abreast of market conditions, regulatory updates, and wealth management innovations.

• Drive performance to meet and exceed set revenue and liability targets.

• Represent the firm at high-level networking events, seminars, and industry forums.

• Maintain continuous engagement with clients and provide strategic feedback to internal teams.

Requirements & Qualifications:

• Minimum of 5 years experience in sales, business development, or relationship management in banking, fintech, or asset management.

• Demonstrated success in liability generation and deposit mobilization.

• Strong knowledge of financial markets, investment strategies, and portfolio management.

• Excellent communication, presentation, and interpersonal relationship skills.

• Proven ability to work independently in a high-performance, client-focused environment.

• Proficient in Microsoft Office tools: Excel, Word, and PowerPoint.

Benefits:

• Health Insurance (HMO) coverage for you and a dependent

• Performance-based bonuses and commissions

• Annual leave and paid time off

• Professional development support, including training and certifications

• Pension contributions in line with statutory requirements

• Flexible work environment for top-performing officers

• Access to high-net-worth networking platforms and events

How to Apply:

Qualified candidates should send their CV to: [email protected] with the subject line: Application for Wealth Officer Liability Generation