About this role
Overview
Wealth Managers needed to join our team at Chapters & Heights Investment Partners Limited in Yaba, Lagos. The Wealth Manager will be responsible for acquiring, developing, and retaining clients by understanding their financial goals and presenting suitable investment and wealth management solutions.
Responsibilities
- • Identify and engage prospective clients through approved channels.
- • Build and maintain strong relationships with existing and prospective clients.
- • Understand client objectives, financial needs, investment horizon, and risk preferences.
- • Explain investment products, services, terms, and risks clearly.
- • Recommend suitable solutions within approved company policies and client mandates.
- • Follow up on leads, enquiries, onboarding, and client requests.
- • Maintain accurate client records and activity reports.
- • Support client retention, referrals, and business development targets.
- • Coordinate with operations and compliance teams to ensure smooth client service.
Requirements
- • Degree in Finance, Economics, Business Administration, Marketing, or a related discipline.
- • Relevant professional qualification and/or experience.
- • 1–4 years of experience in wealth management, banking, relationship management, sales, or financial services.
- • Knowledge of investment products and financial markets is an advantage.
- • Strong communication, negotiation, presentation, and customer service skills.
- • Ability to meet targets while maintaining ethical and compliant client practices.
- • Professional appearance, confidence, integrity, and strong relationship-building skills.
Benefits
- • Salary: NGN 200,000 – NGN 400,000 monthly
- • Location: Yaba, Lagos
- • Employment Type: Full-time
- • Recruitment: Urgent