Mid-level Wealth Manager

Company Name: Gresham Asset Management Limited

Job Description:

This is a full-time remote role for a Mid-level Wealth Manager at Gresham Asset Management Limited. The Wealth Manager will be responsible for financial planning, investment management, handling investments, finance-related tasks, and insurance management on a day-to-day basis.

Key Responsibilities:

• Build and maintain strong relationships with new and existing clients to ensure client retention.
• Provide financial advisory services on asset allocation and investment strategies.

– Achieve a fund mobilization target of ₦500 Million – ₦1 Billion annually.

• Present investment opportunities and strategies to clients.
• Ensure compliance with internal policies and regulatory requirements.
• Regularly report on client activities and market insights to the Head of Wealth Management.

Requirements:

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• Minimum of 3 years of experience in asset management or financial services.
• Strong analytical skills and proficiency in Excel.
• Excellent communication and interpersonal skills.
• Proven track record in client relationship management and business development.
• Ability to work under pressure and meet deadlines.
• Industry certification (CFA, CIS, etc.) is a plus.

Job Type: Full time

Location: Lagos

Job Posted: 19th June 2025