About the Role
Join Lotus Capital Limited, a pioneering full-service ethical investment management company specializing in Asset Management, Private Wealth Management, and Financial Advisory services. As a leader in non-interest finance in Nigeria, we manage three mutual funds listed on the Nigerian Stock Exchange. We are seeking a dynamic Private Wealth Relationship Manager to deliver exceptional service to our high net worth clientele.
Key Responsibilities- Manage and nurture relationships with high net worth individuals and institutional clients
- Anticipate client needs and develop tailored investment solutions
- Deliver exceptional customer service and ensure outstanding client experience
- Generate qualified leads and convert prospects into valued clients
- Coordinate value-adding events and financial intelligence programs for clients
- Prepare accurate, timely periodic reports and performance analyses
- Facilitate financial intelligence briefings on economic indices and market implications
- Achieve and exceed set business targets
- Maintain compliance with industry regulations, SEC rules, and ethical standards
- Bachelor's Degree minimum
- Minimum 6 years post-NYSC experience in private wealth sales or management
- Proven track record managing high net worth individuals and institutional clients
- Investment advisory experience required
- Proficiency with CRM software platforms
- Strong knowledge of capital markets and investment products
- Excellent communication, presentation, and negotiation skills
- Superior report writing and organizational abilities
- Demonstrated commitment to ethical standards and integrity