Wealth Management Officer at Alert Microfinance Bank

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• • Wealth Management Officer at Alert Microfinance Bank
  • View Jobs in Banking / Financial Services / View Jobs at Alert Microfinance Bank

  Posted: Jun 29, 2026

  Deadline: Not specified

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  At Alert Microfinance Bank Limited, we have built our impressive growth on excellent service delivery in a uniquely customer friendly environment with professional staff, a robust information technology IT structure, very sound corporate governance, robust risk management process and a highly skilled management.
  

  Wealth Management Officer

  • Job Type Full Time
  • Qualification BA/BSc/HND , Professional Certificate
  • Experience 3 - 5 years
  • Location Lagos
  • Job Field Finance / Accounting / Audit&nbsp

  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:

  • Assets Under Management (AUM) Mobilized
  • New Client Acquisition
  • Investment Sales Revenue Generated
  • Client Retention and Satisfaction
  • Growth in Existing Client Portfolios
  • 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.

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  Check how your CV aligns with this job

  Method of Application

  Interested and qualified candidates should forward their CV to: [email protected] using the position as subject of email.

  Build your CV for free. Download in different templates.

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Average Salary at Alert Microfinance Bank

₦ 69K from 1 employee

Checkout salary structure of Alert Microfinance Bank »

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