Senior Wealth Manager
AI summary
DLM Capital Group is hiring a Senior Wealth Manager in Lagos to build long-term relationships with high-net-worth clients, manage investment portfolios worth ₦200M+, and provide strategic financial advice. The role requires 3–5 years of wealth management or investment banking experience and a degree in Finance, Economics, Business Administration, or a related field.
- Manage a portfolio of 20–30 high-net-worth clients
- Oversee investment portfolios valued at ₦200M+
- Onboard 3–5 new accounts per quarter
- 3–5 years wealth management or investment banking experience required
- CFA, CIS, or ICAN certification is an added advantage
- Apply by sending CV to pamelaoghenegueke@dlm.group
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?
- Required3+ 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, finance, Wealth ManagerThe 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 Senior Wealth Manager evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to DLM Capital Group and the role in Not specified.
- Add concrete examples related to sales, finance, Wealth Manager, 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 Senior Wealth Manager role in sales, finance?
- 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 DLM Capital Group 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
We are a Development Investment Bank (“DIB”) that provides innovative solutions to economic and social development problems that impact everyday lives of people. Since inception, we have concentrated on creating markets, products and long-term financing solutions to key sectors of the Nigerian economy that would benefit end customers with the goal of im... Senior Wealth Manager Job Type Full Time Qualification BA/BSc/HND , Professional Certificate Experience: 3 - 5 years Location Lagos Job Field Sales and Business Development We are seeking a proactive and client-focused Wealth Manager to join our Wealth Management team. The successful candidate will be responsible for building long-term relationships, managing investment portfolios, and providing strategic financial advice to help clients achieve their goals. Key Responsibilities: Develop and manage a portfolio of 20–30 high-net-worth clients. Support business growth by onboarding 3–5 new accounts per quarter. Advise clients on portfolio management, asset allocation, and investment opportunities. Manage and monitor investment portfolios worth ₦200M+, focusing on sustainable growth and risk management. Stay informed on market trends, regulatory changes, and emerging financial products. Prepare and deliver regular client performance reviews and reports to the Head of Wealth. Desired Skills & Competencies: Strong interpersonal and communication skills with the ability to build trust and close high-value deals. Excellent financial and analytical skills. Proven ability to achieve sales/revenue growth targets. High ethical standards with strong confidentiality in handling client information. Solid knowledge of investment products such as equities, bonds, mutual funds, and structured products. Qualifications & Experience: Minimum of HND or BSc. in Finance, Economics, Business Administration, or related field. 3–5 years’ proven experience: in wealth management, portfolio advisory, or investment banking. Demonstrated success in managing client portfolios valued at ₦200M or more. Professional certifications (e.g., CFA, CIS, ICAN) will be an added advantage. Check how your CV aligns with this job Method of Application Interested and qualified candidates should send their updated CV to pamelaoghenegueke@dlm.group Build your CV for free. Download in different templates.