Head, Wealth Management & Investment Advisory

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

Alert Group is seeking an experienced, commercially driven, and strategic professional to lead and grow our Wealth Management & Investment Advisory business.

The successful candidate will be responsible for driving business growth, expanding Assets Under Management (AUM), strengthening client relationships, and positioning the business as a trusted partner for High-Net-Worth Individuals (HNIs), corporate organizations, institutional investors, and strategic clients.

Key Responsibilities

• Drive acquisition of HNI, corporate, institutional, and strategic investment clients.
• Develop and execute strategies for AUM growth, client retention, and revenue generation.
• Build and maintain strong relationships with clients, institutions, and key stakeholders.
• Provide investment advisory services across fixed income securities, mutual funds, structured products, and alternative investments.
• Assess client objectives and risk profiles, recommending suitable investment solutions.
• Support investment product development, structuring, marketing, and business expansion initiatives.
• Serve as Senior Relationship Manager for key accounts and strategic clients.
• Provide market intelligence and strategic insights to support business growth and partnerships.
• Lead, mentor, and develop the Wealth Management team.
• Ensure compliance with SEC regulations, AML/KYC requirements, and industry best practices.

Requirements

• Bachelor’s Degree in Finance, Economics, Accounting, Business Administration, or a related field.
• Professional certifications such as CIS, CFA, ACA, or an MBA will be an added advantage.
• Minimum of 8–10 years’ experience in Wealth Management, Investment Advisory, Asset Management, Private Banking, or Capital Markets.
• Proven network and relationships with HNIs, corporate clients, and institutional investors.
• Strong business development, negotiation, presentation, and relationship management skills.
• Sound understanding of financial markets, investment products, portfolio management, and client advisory services.

Ideal Candidate

We are looking for a results-oriented leader with strong industry connections, exceptional relationship management skills, and the ability to engage senior executives and institutional stakeholders while driving sustainable business growth.

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