Wealth Management Officer

Wealth Management Officer

Location: Lagos, Nigeria
Employment Type: Full-Time
Company: Bucksfield Asset Management Limited (A Subsidiary of Alert Group)

Bucksfield Asset Management Limited is seeking a dynamic and results-driven Wealth Management Officer to support the growth of its investment and wealth management business.

The successful candidate will be responsible for acquiring and managing investment clients, growing Assets Under Management (AUM), building strong client relationships, and promoting the Company’s investment solutions to High-Net-Worth Individuals (HNIs), professionals, corporates, and institutional investors.

Key Responsibilities

• Drive client acquisition and investment mobilization efforts.
• Build and manage relationships with HNIs, corporate clients, and strategic investors.
• Promote investment products including fixed income, mutual funds, structured products, and alternative investments.
• Understand client financial goals and recommend suitable investment solutions.
• Support portfolio reviews, client retention, and relationship management activities.
• Collaborate with the Investment and Wealth Management teams to deliver exceptional client service.
• Ensure compliance with KYC, AML, SEC, and internal regulatory requirements.
• Maintain a strong pipeline of prospective investors and business opportunities.

Success in this Role Will Be Measured By:

1. Assets Under Management (AUM) Mobilized
2. New Client Acquisition
3. Investment Sales Revenue Generated
4. Client Retention and Satisfaction
5. Growth in Existing Client Portfolios
6. Compliance and Documentation Accuracy

Requirements

• Bachelor’s Degree in Finance, Economics, Accounting, Business Administration, Marketing, or a related field.
• Professional certifications such as CIS, CFA Level I, ACA, or related qualifications will be an added advantage.
• Minimum of 3–5 years’ experience in Wealth Management, Investment Advisory, Asset Management, Banking, Private Banking, Capital Markets, or Financial Services.
• Proven experience in client acquisition, relationship management, and investment sales.
• Strong understanding of investment products and financial markets.
• Excellent communication, presentation, negotiation, and relationship management skills.

Ideal Candidate

A commercially driven professional with strong networking skills, a passion for investment advisory, and a proven ability to build lasting client relationships while driving investment growth and business performance.

 Interested candidates should send their CVs to: career@alertgroup.com.ng