Client Engagement Manager /Sales Closer
AI summary
Optiva Capital Partners, a wealth management firm specialising in investment immigration, advisory and insurance, is hiring a Client Engagement Manager /Sales Closer in Lagos. The role leads an office-based team to convert qualified walk-in and inbound leads into multi-product fee income across investment immigration, international real estate and financial services. Candidates need a bachelor’s degree, 10+ years of inside sales or relationship management experience, and at least 5 years in team leadership.
- Full-time office-based role in Lagos focused on converting qualified walk-in and inbound leads.
- Targets 25% conversion of leads into multi-product fee income across investment immigration and related services.
- Requires 10+ years in inside sales/client success and at least 5 years leading teams.
- Bachelor’s degree required; MBA is preferred or advantageous.
- Involves strict CRM, pipeline, AML/KYC and data-privacy discipline.
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Not enough public dataNot enough public salary data is available for this exact role. Before applying, prepare to ask about gross pay, benefits, contract length, probation period, transport and any allowances.
Can you qualify for this role?
- Required10+ years of relevant experienceThe job post includes a minimum experience signal.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in sales, internship, financeThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in Not specifiedThe vacancy is associated with this location.
- UnclearComfort with the Full Time contract termsConfirm hours, duration, probation and benefits at the original source.
Documents to prepare
- Likely requiredUpdated CV
- Role specificCover letter or short employer message
- OptionalProfessional references
- Role specificAcademic or professional certificates
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Client Engagement Manager /Sales Closer evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to Optiva Capital Partners and the role in Not specified.
- Add concrete examples related to sales, internship, finance, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from MyJobMag Nigeria; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
- Prepare a polite question about pay, benefits and contract terms for later interview stages.
Source and safety check
- MyJobMag Nigeria
- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
Never pay for interviews, shortlisting, medical checks, uniforms, or job placement. Confirm every application at the original source before sharing personal documents. Report suspicious listing.
Interview preparation
- What experience makes you a strong fit for this Client Engagement Manager /Sales Closer role in sales, internship?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Not specified under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research Optiva Capital Partners before the interview.
Ask what the first priorities will be in the role and how success will be measured.
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Original source description
Optiva Capital Partners is a wealth management company specializing in investment immigration, investment advisory and insurance services. Client Engagement Manager /Sales Closer Job Type Full Time Qualification BA/BSc/HND , MBA/MSc/MA Experience: 10 years Location Lagos Job Field Sales and Business Development The role of Client Engagement Manager is to lead Optiva’s office-based Client Engagement team to convert 25% of qualified walk-in and inbound leads into multi-product fee income, while safeguarding HNW service standards, regulatory compliance, and data discipline across investment-immigration, international real estate, and complementary financial-service products. DUTIES & RESPONSIBILITIES: Prospect Engagement Welcome & profile all walk-ins/referrals; run a structured ≤ 30-min discovery and set clear next steps. Consultative Selling Map client goals to investment-immigration, international real-estate, and cross-sell options. Produce a priced, optioned proposal within 24 hours, with assumptions and an acceptance path. Handle objections using approved playbooks; loop in SMEs for legal/tax/fees; keep within compliance scripts Pipeline & CRM Discipline Log every interaction on the same business day; maintain ≥ 95% mandatory fields, accurate stage/probability, and a dated Next Action. Maintain healthy pipeline coverage and eliminate “orphan” leads. Store documents/consents via approved channels only (SharePoint/secure links). Follow-up, Conversion & Handover Time-box follow-ups; convert proposals to closes; collect passport data page/CV and any intake docs. Hand over a clean pack to the Executive Office within 30 minutes of payment; confirm receipt in Optimus. Send a 5-sentence summary email to the client (cc RM/CE Lead) that mirrors the CRM Next Action. Client Experience: & Retention Support Trigger NPS/pulse after visits; close the loop on detractors within 24 hours. If a client gives poor feedback (low NPS), phone them within one business day, apologize, fix the issue, and confirm they’re satisfied—then record what you did. Run retention call-backs/campaigns for existing clients; surface upsell/cross-sell signals to RM/CE Lead. Proactively check in with existing clients so they stay engaged (renew, refer, or buy again). Meet a ≤ 4-hour response SLA to client/prospect messages during business hours. Reporting, Insight & Continuous Learning Submit a daily activity log and weekly pipeline report; flag blockers with owners & dates Turn prospect feedback into script/process tweaks and track impact. Complete quarterly product & sales-skills modules; stay current on programme changes and update talk tracks/templates. Collaboration & Governance Coordinate with Marketing (events/leads), Processing (handover), Customer Support/Admin (scheduling). Marketing (events/leads): Get the attendee list before events; confirm your outreach window after. Give Marketing feedback on which messages worked and which leads converted. Respect AML/KYC and data-privacy boundaries; never give legal/fees advice beyond script; no cash handling follow escalation protocols. Perform other duties as assigned within SOPs, SLAs, and compliance guardrails. EDUCATION: / EXPERIENCE: 35 – 45 years of age Bachelor’s degree in Business, Finance, Economics, Law, Engineering or related discipline (MBA preferred/advantageous) 10+ years of experience: in inside sales, client success, or relationship management roles Minimum of 5 years in team leadership and coaching capacity Direct exposure to wealth management, luxury real estate, and/or private banking sectors can be an advantage Proven record of building trust with high-net-worth clients, managing complex client portfolios, and driving measurable business outcomes Proven record of maintaining compliance, data integrity, and complete audit trails SKILL SETS Consultative selling approach: diagnose client needs before prescribing solutions Pipeline coaching and conversion optimization CRM & Excel proficiency for accurate data capture, quick sourcing, and analysis Strong objection handling: reduce fear or friction without overselling Event facilitation: translate attendance into qualified meetings and opportunities Microsoft 365 scheduling fluency: Outlook & Teams Calendar expertise (time-zone aware invites, agendas, Teams links, attendee management, and attached documents) Calendar discipline: schedules follow-ups immediately, maintains reminders, logs next actions, and resolves conflicts within 24 hours Executive presence with polished presentation and assertive yet empathetic client engagement style Strong communication and active listening skills Persuasion, negotiation, and closing ability Critical thinking and problem-solving orientation Check how your CV aligns with this job Method of Application Interested and qualified candidates should forward their CV to: recruitment@optivacp.com using the position as subject of email. Build your CV for free. Download in different templates.