About this role
Zedcrest Capital is a full service capital management firm, with core interests in fixed income securities trading, asset management and proprietary investments.We are recruiting to fill the position below: Job Title: Wealth Manager, High-Net-Worth Individuals (HNI) Location: Abuja, Nigeria Job type: Full-time Workplace Type: Onsite Unit: Sales & Business Development Reports to: Regional Head, Wealth Management Job Summary The Wealth Manager, HNI is responsible for acquiring, managing, and growing relationships with High-Net-Worth Individuals (HNWIs) by providing tailored wealth management and investment advisory solutions. The role focuses on preserving and growing clients' wealth through a deep understanding of their financial goals, risk appetite, and investment objectives while delivering an exceptional client experience. Responsibilities Business Development: Identify, acquire, and onboard High-Net-Worth Individual (HNWI) clients through referrals, networking, strategic partnerships, and business development initiatives. Build and maintain a strong pipeline of prospective clients to achieve revenue and asset growth targets. Develop and execute strategies to increase Assets Under Management (AUM), revenue, and profitability. Cross-sell the organization's wealth management products and financial solutions. Relationship Management: Develop trusted, long-term relationships with HNWI clients by understanding their financial needs, aspirations, and risk profiles. Conduct regular portfolio reviews and provide proactive recommendations aligned with clients' investment objectives. Deliver personalized financial planning and investment advisory services. Ensure a high level of client satisfaction through timely communication and exceptional service delivery. Investment Advisory: Recommend suitable investment opportunities across various asset classes, including fixed income, mutual funds, equities, structured products, alternative investments, and other approved investment solutions. Monitor market trends, economic developments, and investment opportunities to provide informed advice. Collaborate with investment and research teams to develop tailored investment strategies for clients. Educate clients on investment risks, returns, and market dynamics. Portfolio Management: Monitor clients' investment portfolios to ensure alignment with agreed objectives. Identify opportunities for portfolio optimization and diversification. Support clients in wealth preservation, succession planning, and long-term financial planning. Compliance & Risk Management: Ensure all client onboarding activities comply with regulatory requirements, Know Your Customer (KYC), and Anti-Money Laundering (AML) guidelines. Maintain complete and accurate client records and documentation. Adhere to all internal policies, investment governance standards, and regulatory requirements. Escalate compliance or operational risks promptly. Stakeholder Management: Collaborate with Product, Investment, Operations, Compliance, and Customer Experience teams to deliver seamless client service. Build strategic relationships with external partners and professional networks to generate new business opportunities. Requirements Bachelor's Degree in Finance, Economics, Business Administration, Accounting, or a related discipline. Master's degree or MBA is an added advantage. Professional certifications such as CIS, CFA, CFP, CWM, CISI, or relevant wealth management certifications are an added advantage. Must have 5–8 years' experience in Wealth Management, Private Banking, Investment Advisory, Asset Management, Relationship Management, or Financial Services. Proven experience managing High-Net-Worth Individual (HNWI) portfolios. Demonstrated track record of business development and meeting investment or sales targets. Knowledge of wealth management principles and financial planning. Result oriented. Strategic thinking and leadership capabilities. Must have skills: Relationship Management Wealth Management Investment Advisory Capital Markets Knowledge Commercial Acumen Client-Centric Mindset Influencing and Negotiation Strategic Thinking Emotional Intelligence Attention to Detail Time Management Regulatory Compliance (KYC/AML/SEC) Knowledge of Nigerian capital markets and investment regulations