Summary: The Wealth Manager will be responsible for acquiring, managing, and growing a portfolio of high-net-worth and retail clients. The role requires strong...

Job Details

  • Deadline: Not specified
  • Company: MyJobMag Nigeria
  • Location: Kenya
  • Salary: N800,000 - 1,000,000

Job Description

Salary:N800,000 - 1,000,000

The Wealth Manager will be responsible for acquiring, managing, and growing a portfolio of high-net-worth and retail clients. The role requires strong sales expertise in investment products, effective client relationship management, portfolio monitoring, and consistent growth of Assets Under Management (AUM) on a yearly basis.

Key Responsibilities

  • Acquire new clients through active sales, referrals, and networking to grow the investment client base.
  • Market and sell investment products including mutual funds, fixed income products, equities, alternative investments, and structured products.
  • Build and manage long-term relationships with clients, serving as their primary point of contact.
  • Manage and monitor client investment portfolios in line with risk profiles, financial goals, and market conditions.
  • Provide investment advisory services and periodic portfolio reviews to clients.
  • Achieve assigned sales targets, revenue goals, and yearly AUM growth targets.
  • Prepare and present investment proposals, performance reports, and market updates to clients.
  • Ensure proper onboarding, KYC, AML, and compliance with regulatory requirements.
  • Collaborate with internal investment, operations, and compliance teams to deliver seamless client service.
  • Track client activity, sales pipeline, and portfolio performance using CRM and reporting tools.
  • Identify cross-selling and upselling opportunities within existing client portfolios.

Key Performance Indicators (KPIs)

  • Year-on-year growth in Assets Under Management (AUM).
  • New client acquisition rate.
  • Sales revenue and investment inflows.
  • Client retention and satisfaction levels.
  • Portfolio performance and compliance adherence.

Qualifications & Experience

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
  • 3–7 years’ experience in investment sales, wealth management, or relationship management.
  • Proven track record in selling investment products and growing AUM.
  • Strong understanding of financial markets, portfolio management, and investment strategies.
  • Professional certifications (CFA, CIS, SEC license, or equivalent) will be an added advantage.

Required Skills & Competencies

  • Strong sales, negotiation, and relationship management skills.
  • Excellent communication and presentation abilities.
  • Analytical mindset with strong financial and portfolio analysis skills.
  • Client-focused with the ability to build trust and long-term relationships.
  • Results-driven with the ability to meet and exceed targets.
  • High ethical standards and strong regulatory awareness.

How to Apply

Apply by email: services@myjobmag.com

Application link: Apply for this job