SENIOR WEALTH MANAGER AT SABI | FINANCE JOBS IN LAGOS

About Company:

Sabi is a category agnostic B2B network for informal trade focused on accelerating the velocity of commerce by enabling stakeholders in the informal sector to access and offer value amongst each other. We work to understand the individual needs of merchants by engaging them through different channels before connecting them to whichever service(s) that best helps them grow their business.

Job Description:

Senior Wealth Manager (HNI & Private Banking)

We are looking for a strategic and results-driven Senior Wealth Manager to lead high-value customer acquisition and portfolio growth. In this role, you will manage large-ticket portfolios for High-Net-Worth Individuals (HNI) and the upper-mass market, driving sustainable revenue through expert financial advisory and relationship management.

Key Responsibilities

• HNI Client Acquisition: Proactively source, onboard, and manage a portfolio of affluent and high-value clients to meet aggressive monthly business targets.

• Portfolio & Relationship Management: Provide bespoke financial advisory services, conducting regular portfolio reviews to optimize asset allocation and client retention.

• Strategic Business Development: Lead initiatives to grow deposits, investment products, and structured wealth solutions.

• Team Leadership & Mentorship: Act as a lead for the Wealth team, providing coaching, performance support, and market insights to junior Wealth Managers and Analysts.

• Revenue Generation: Drive consistent monthly revenue through investment sales, credit-linked wealth products, and SME-linked financial offerings.

• Compliance & Risk: Ensure 100% adherence to regulatory guidelines, including AML/CFT, CBN standards, and strict KYC documentation.

• Performance Analytics: Utilize CRM tools to track business updates, portfolio performance, and client engagement metrics.

Requirements:

• Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field.

• Experience: 6–10+ years of proven success in Wealth Management, Funds Mobilization, Private Banking, or Affluent Banking.

• Track Record: Demonstrated ability to meet large-scale monthly targets and maintain a 80%+ month-on-month customer retention rate.

• Network: An existing, robust network within the affluent and business communities.

• Digital Proficiency: Strong experience leveraging digital banking platforms for customer acquisition and retention.

• Core Competencies: Advanced financial acumen, strategic thinking, and expert-level negotiation and stakeholder engagement skills.

Why Join Us?

• Lead a high-performing team in a structured corporate environment.

• Shape the future of our wealth products and go-to-market strategies.

• Direct impact on leadership-level decision-making and customer experience.

Salary

Application Closing Date: Not specified

Application Instructions:

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