Wealth Manager at SycamoreNG

About the Role

The Wealth Manager is responsible for acquiring, managing, and growing a portfolio of high-net-worth individuals (HNIs), corporates, and institutional investors. The ideal candidate will drive investment sales, deepen client relationships, and consistently meet monthly disbursement and AUM targets while representing the company's investment offerings with professionalism and insight.

Key Responsibilities

Client Acquisition & Sales

• Promote and sell asset management and fixed-income products, including bonds, commercial papers, treasury bills, and other structured investments
• Identify, prospect, and onboard HNIs, corporates, and institutional clients through referrals, networking, and strategic business development activities
• Achieve a monthly disbursement target of ₦500M and contribute to overall AUM growth

Client Advisory & Portfolio Management

• Conduct detailed investment and financial needs assessments to recommend suitable products aligned with client goals and risk appetite
• Provide market insights and investment recommendations to clients based on current economic and capital market trends
• Monitor and review client portfolios periodically, advising on rebalancing, reinvestment, and rollover opportunities

Relationship Management

• Maintain regular communication with clients to build trust, enhance loyalty, and ensure exceptional client satisfaction
• Resolve client inquiries and issues promptly while providing a personalized investment experience
• Deepen relationships with existing clients to generate additional investment inflows

Internal Collaboration & Compliance

• Work closely with the investment, operations, research, and compliance teams to ensure accurate execution of investment transactions and regulatory adherence
• Maintain accurate documentation, client records, and sales pipelines using CRM tools
• Stay updated on financial market developments and regulatory changes