Private Wealth Associate

Private Wealth Associate

The Private Wealth Associate will support the growth of the RMBN AM’s Assets Under Management (AUM) by originating, nurturing and converting relationships with High-Net Worth (HNI) and Ultra-High Net Worth (UHNI) clients, serving as a trusted partner to provide them with personalized wealth management solutions aligned with their financial goals. The role requires a combination of origination, relationship management, financial advisory expertise, and a deep understanding of RMBN AM’s investment offerings.

Reporting to the Head of Business Development, the successful candidate will play a central role in executing the sales and client acquisition strategy, driving client retention, and positioning the firm's investment product offerings within Nigeria's asset management and broader Africa.

Key Responsibilities

Client Acquisition & Relationship Management:

• Identify, prospect, and onboard new HNI/ UHNI clients
• Build strong, trust-based relationships with clients, acting as their primary advisor
• Conduct regular portfolio reviews with clients, ensuring alignment with their financial objectives.

Investment Advisory & Portfolio Management:

• Conduct financial needs assessments and risk profiling.
• Develop tailored financial strategies across all asset classes.
• Structure and recommend appropriate investment solutions leveraging RMBN AM’s platform.
• Monitor client portfolios, ensuring alignment with objectives and market conditions.
• Provide regular performance updates and rebalancing recommendations.

Business Development:

• Achieve assigned Assets Under Management (AUM) growth targets.
• Collaborate with product and investment teams to design innovative financial solutions that meet client needs.
• Stay abreast of market trends, competitor offerings, and regulatory changes.
• Represent RMBN AM at client events, industry forums, and networking engagements to expand visibility and client reach.

Regulatory Compliance & Risk Management:

• Ensure all advisory and sales activities comply with SEC regulations and company policies.
• Adhere t