Location: Lagos, Nigeria
Job Description
The Relationship Officer is a pivotal role within the Growth and Wealth Management department. The primary objective is to manage and expand the firm’s client base by building strong, lasting relationships with High-Net-Worth Individuals (HNIs) and institutional investors. This role requires a blend of financial advisory expertise, exceptional communication skills, and a results-driven mindset to meet AUM (Assets Under Management) targets.
Key Responsibilities
- Client Acquisition & Portfolio Growth: Proactively identify and onboard new HNI and institutional clients to grow the firm’s total Assets Under Management (AUM).
- Relationship Management: Serve as the primary point of contact for an assigned portfolio of clients, ensuring a high level of service, trust, and retention.
- Financial Advisory: Conduct thorough financial needs assessments for clients and recommend suitable Regius Assets products (e.g., Mutual Funds, Fixed Income, Private Equity) that align with their risk profiles and investment goals.
- Market Insight: Stay updated on local and global financial market trends, regulatory changes, and competitive products to provide informed advice to clients.
- Cross-Selling: Identify opportunities to offer additional financial products and services to existing clients to deepen the relationship.
- Reporting & Documentation: Maintain accurate client records, prepare periodic portfolio performance reports, and ensure all KYC (Know Your Customer) and onboarding documentation is up to date and compliant.
- Brand Representation: Represent Regius Assets at industry events, networking forums, and client meetings to enhance the firm’s market presence.
Requirements
Education & Experience
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- 3–5 years of experience in relationship management, wealth management, or private banking within the financial services sector.
- Proven track record of managing a portfolio of HNI clients and meeting sales/AUM targets.
Knowledge & Skills
- Financial Literacy: Deep understanding of investment vehicles, capital markets, and wealth management principles.
- Sales & Negotiation: Strong ability to influence and close deals with sophisticated investors.
- Communication: Exceptional verbal and written communication skills, with the ability to simplify complex financial concepts.
- CRM Proficiency: Experience using CRM tools to manage client pipelines and interactions.
Personal Attributes
- Professional Integrity: High ethical standards in handling client funds and confidential information.
- Self-Starter: A proactive approach to identifying leads and solving client issues.
- Polished Presence: Ability to engage confidently with C-suite executives and HNIs.
Benefits
What We Offer
- Competitive base salary with a performance-driven commission structure.
- Access to a sophisticated suite of investment products.
- A collaborative and professional work environment in the heart of Lagos’ financial hub.
Disclaimer
This job advert was sourced online. Lanre News team cannot independently verify or recommend the company. Kindly do your due diligence before applying.
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