Wealth Manager

Beamer Bank

Accounting, Auditing & Finance

Lagos Full Time

Banking, Finance & Insurance NGN 250,000 - 400,000

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Job Summary

We are seeking diligent and results-driven Wealth Managers to join our team. The ideal candidates will be responsible for acquiring and managing high-value clients, promoting the company’s investment products, and driving deposit and portfolio growth. The role involves providing tailored financial solutions, while ensuring excellent relationship ma

Minimum Qualification : Degree
Experience Level : Entry level
Experience Length : 2 years

Job Description/Requirements

Responsibilities:

Acquire and manage high-value clients to grow the bank’s deposit and investment portfolio.
Provide financial advisory and tailored solutions to HNIs, professionals, SMEs, and corporate clients.
Build and maintain strong client relationships through regular engagement and portfolio reviews.
Track market interest rates and competitor offerings to support pricing decisions.
Cross-sell banking and investment products.
Ensure full compliance with KYC, AML/CFT, and internal policies.
Prepare periodic reports on client portfolio performance and business development performance reports.

Requirements:

Bachelor’s Degree in Finance, Banking, Economics, or related field.
Minimum of 2–5 years of banking experience, preferably in relationship management or wealth management.
Strong knowledge of deposit mobilization, investment products, and financial advisory.
Excellent communication, negotiation, and relationship management skills.
Strong ethical standards and knowledge of regulatory compliance.
Location: Ikorodu, Work Type: Hybrid
Note that proximity to the location would be highly considered.

What We offer:

You’ll receive a competitive salary, compensation, and benefits
The opportunity to build, lead, and learn within a flat, performance-focused culture.

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