Senior Wealth Manager

DLM Capital Group | Lagos, Nigeria

Full-Time Posted today 1 view

About the Role

DLM Capital Group is a leading Development Investment Bank dedicated to providing innovative financial solutions that drive economic and social development across Nigeria. We create markets, products, and long-term financing solutions to improve the well-being of everyday people. We are currently seeking a proactive, client-focused Senior Wealth Manager to join our dynamic Wealth Management team and help our high-net-worth clients achieve their financial ambitions.

Key Responsibilities
  • Develop and actively manage a comprehensive portfolio of 20 to 30 high-net-worth clients.
  • Support aggressive business growth by successfully onboarding 3 to 5 new high-net-worth accounts every quarter.
  • Advise clients expertly on portfolio management, strategic asset allocation, and lucrative investment opportunities.
  • Manage, monitor, and optimize investment portfolios worth ₦200M+, focusing on sustainable growth and effective risk management.
  • Stay fully informed on evolving Nigerian and global market trends, regulatory changes, and emerging financial products.
  • Prepare and deliver regular, detailed client performance reviews and comprehensive reports to the Head of Wealth.
Qualifications
  • Minimum of HND or BSc in Finance, Economics, Business Administration, or a related discipline.
  • 3 to 5 years of proven, hands-on experience in wealth management, portfolio advisory, or investment banking.
  • Demonstrated historical success in managing client portfolios valued at ₦200M or more.
  • Possession of relevant professional certifications such as CFA, CIS, or ICAN will be a distinct added advantage.
  • Strong interpersonal, communication, and negotiation skills with a proven ability to close high-value deals.
  • High ethical standards, integrity, and absolute confidentiality in handling sensitive client information.
Benefits
  • Competitive salary and robust performance-based incentive structure.
  • Comprehensive health insurance coverage for you and your dependents.
  • Continuous professional development and career advancement opportunities.
  • Dynamic, collaborative, and impact-driven work environment at a premier development investment bank.

Skills

Wealth Management Portfolio Advisory Investment Banking Asset Allocation Client Relationship Management Financial Analysis Risk Management
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