Team Lead, Private Wealth Management
Confidential Employer
This job listing has expired
Find similar jobs instead:
Job Overview
Location
Lagos, Lagos, Nigeria
Employment Type
Full-time
Work Arrangement
On-site
Sector
Finance & Banking
Experience Level
Senior (5-8 years)
About the Company
Our client is a distinguished leader in asset management and securities, renowned for delivering innovative investment solutions across a diverse range of asset classes, including equities, fixed income, real estate, and alternative assets.
With a steadfast commitment to excellence and a client-centric philosophy, the firm consistently strives to create long-term value and superior outcomes for its clients. They are dedicated to building talented teams that contribute to their ongoing success in the dynamic financial landscape.
Job Description
Join a leading asset management firm as a Team Lead, Private Wealth Management, and play a pivotal role in shaping client financial futures. This full-time, on-site position in Lagos, Nigeria, offers a dynamic environment to leverage your expertise in wealth management and client relations.
You will be responsible for providing strategic oversight for wealth management solutions, including portfolio construction, estate planning, and tax optimization. Building and maintaining strong relationships with high-net-worth clients will be central to your role, ensuring their financial goals are met with tailored advice and exceptional service.
This role also involves identifying new business opportunities, developing targeted marketing initiatives, and ensuring all advisory activities adhere to stringent regulatory requirements and ethical standards. You will lead a team, drive business development, and contribute to the firm's growth and market presence.
To apply for this role, click the Apply button on this page and follow the instructions.
Required Skills
Key Responsibilities
- Provide strategic oversight for the development and implementation of tailored wealth management solutions, including portfolio construction, estate planning, tax optimisation, and alternative investments.
- Conduct regular reviews of client portfolios to ensure alignment with financial goals, risk tolerance, and market conditions.
- Collaborate with internal and external experts to deliver holistic advice on investments, insurance, philanthropy, and succession planning.
- Ensure all advisory activities adhere to regulatory requirements and the firm’s ethical standards.
- Build and maintain trusted relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs.
- Lead client onboarding processes, ensuring a seamless transition and clear understanding of services and expectations.
- Proactively address client queries, concerns, and feedback, delivering timely and effective solutions.
- Organise and lead regular client meetings, portfolio reviews, and educational sessions to foster engagement and loyalty.
- Identify and pursue new business opportunities to expand the private wealth client base and increase assets under management.
- Develop and execute targeted marketing and networking initiatives to attract new clients and enhance the firm’s market presence.
- Leverage referrals, partnerships, and industry events to build a robust pipeline of potential clients.
- Collaborate with product and marketing teams to develop and promote innovative wealth management solutions.
- Establish and track key performance indicators (KPIs) for client portfolios, team activities, and business development efforts.
- Ensure the timely and accurate preparation of client reports, investment commentary, and regulatory disclosures.
- Analyse portfolio performance, client satisfaction data, and market trends to identify opportunities for improvement and innovation.
- Present business and performance updates to senior management and relevant committees.
- Ensure all wealth management activities comply with relevant regulatory requirements, industry standards, and internal policies.
- Identify, assess, and mitigate risks associated with client portfolios, investment strategies, and market developments.
- Work closely with compliance, legal, and risk teams to address regulatory changes and uphold best practices.
- Foster a culture of compliance, transparency, and responsible investing within the team.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s/CFA/CFP preferred).
- Minimum of 7 years’ experience in private wealth management, financial advisory, or related roles.
- Proven track record in managing high-net-worth client relationships and delivering tailored wealth solutions.
- Strong understanding of investment products, financial planning, and regulatory frameworks.
- Excellent communication, presentation, and interpersonal skills.
- Experience leading and developing high-performing teams.
Benefits & Perks
- Opportunity to lead a private wealth management team
- Work with a leading asset management and securities firm
- Develop and implement innovative investment solutions
- Build and maintain relationships with high-net-worth clients
- Contribute to business development and growth
How to Apply
This job has expired
Join Our Communities
Lead the Private Wealth Management team, driving strategic oversight for wealth solutions, client relationships, and business development. This role involves constructing tailored portfolios, managing high-net-worth client needs, and ensuring compliance with regulatory standards. You will be instrumental in identifying new opportunities, fostering client loyalty, and contributing to the firm's growth and success in asset management.
Posted Date
March 25, 2026
7 people viewed this job