Wealth Manager at Digitvant Microfinance Bank

About the Role

We are seeking a highly skilled and client-focused Wealth Manager to join our team at Digitvant Microfinance Bank. The ideal candidate will be responsible for providing personalized financial advisory services, managing investment portfolios, and building long-term relationships with high net-worth and emerging affluent clients.

This role requires strong analytical abilities, excellent communication skills, and a deep understanding of financial markets and wealth creation strategies.

Key Responsibilities

• Identify, onboard, and manage high net-worth and emerging affluent clients
• Provide expert financial advisory and develop customized wealth management plans
• Conduct comprehensive financial needs assessments for clients
• Manage and monitor client investment portfolios to ensure alignment with financial goals
• Achieve individual and team sales targets, including revenue goals
• Recommend suitable investment products, insurance solutions, and wealth building opportunities
• Build and maintain strong client relationships through regular reviews and communication
• Stay updated on market trends, investment products, and regulatory changes
• Collaborate with internal teams (Risk, Compliance, etc.) to ensure quality service delivery
• Prepare reports, proposals, and presentations for clients and management

Requirements

• Bachelor's Degree in Finance, Economics, Accounting, or a related field (Master's or MBA is an advantage)
• Minimum of 3–5 years of experience in wealth management, investment advisory, private banking, or related fields
• Professional certifications such as CFA, ACCA, ICAN, CWM, or similar are an added advantage
• Strong understanding of financial instruments, investment strategies, and market dynamics
• Excellent analytical, communication, and interpersonal skills
• Proven track record of managing client portfolios and meeting sales targets
• High level of professionalism and integrity

Location

Lagos, Nigeria