Wealth Manager

Company Name: Henriken Consulting Limited

Job Description:

Responsible for proactively identifying and nurturing new client relationships, deepening existing relationships and providing innovative wealth management solutions to the focus clientele Key

Responsibilities (Principal Duties & Responsibilities):

• Articulate and execute an end-to-end client engagement plan covering wealth management products

and services, wealth preservation strategies etc. to enable clients to meet their financial goals whilst

generating profits for the organization.

• Acquisition of new clients to increase the teams’ market share of clients.
• Provide clients with excellent personalized customer service consistent with their service needs and

expectations.

• Provide professional investment advice using the best services and products available to ensure clients

financial and non-financial goals are met.

• Creation of pitch documents, client relationship plans, relationship reviews, and financial plans.
• Develop and roll out innovative wealth management products and services focused on target clientele.
• Maintain an in-depth knowledge of the organization’s products and offerings, and promote said

products and offerings amongst clients as appropriate.

• Coordinate delivery of customer transactions by following the request through and monitoring the

quality-of-service delivery.

• Conduct continuous analysis of the competitive environment and identify/ monitor the product/service

needs of the customer segment.

• Keep abreast of new regulations or policies that may affect various investment decisions/strategies

 Qualification:

• Bachelor’s degree required, advanced degree preferred. Relevant professional certifications are an added

advantage

• Minimum of 6 years’ experience in Wealth Management or Private Banking
• Strong investment skills and expertise in detailed client profiling
• Proven ability to generate income, grow customer base and manage strategic relationships with clients/ customers.

Competency and Skill Requirement

• Good business, marketing and relationship management skills, including demonstrated ability to cultivate

productive business networks.

• Excellent communication, report writing, presentation and interpersonal skills.
• Client-focused attitude and ability to work well under pressure.
• High sense of responsibility, accountability and dependability

Job Types: Full-time, Permanent

Application Deadline: 28/05/2025

Location: Abuja

Job Posted: 22nd May 2025