Mid-level Wealth Manager

Full Time

Gresham Asset Management Limited

Location: Lagos (Full-time, Remote)
Company: Gresham Asset Management Limited
Industry: Banking & Financial Services
Salary: ₦300,000 – ₦500,000 monthly


About the Role:

As a Mid-level Wealth Manager, you will be responsible for developing and managing client portfolios, providing financial advice, and achieving investment targets. This is a remote position for self-driven professionals who excel at financial planning and relationship building.


Key Responsibilities:

  • Manage relationships with new and existing clients to ensure satisfaction and retention

  • Provide tailored financial advisory services and investment strategies

  • Present investment opportunities clearly to clients

  • Ensure compliance with all regulatory and internal policies

  • Meet annual fund mobilization targets of ₦500 million – ₦1 billion

  • Submit periodic reports to the Head of Wealth Management

  • Stay updated with market trends and financial instruments


Requirements:

  • Bachelor’s Degree in Finance, Economics, Business Admin, or related field

  • Minimum of 3 years experience in asset management or related financial services

  • Strong client relationship and business development skills

  • Proficient in Excel and financial analysis

  • Ability to work under pressure and meet performance goals

  • Professional certifications (CFA, CIS, etc.) are an added advantage

  • Excellent verbal and written communication skills

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