Wealth Officer
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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.
Min Qualification:
HND
Experience Level:
Entry level
Experience Length:
1 year
Job descriptions & 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 1–5 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.
- Note that proximity to the location would be highly considered.
Location: Ikorodu
Work Type: Hybrid
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