Wealth Manager
AI summary
Trovest Capital Partners is hiring a Wealth Manager in Lagos to manage and grow a portfolio of high-net-worth and emerging affluent clients. The role focuses on long-term financial planning, investment advisory, portfolio reviews, and cross-selling opportunities. This is a full-time, hybrid position requiring strong financial planning, client relationship management, and market analysis skills.
- Full-time hybrid role based in Lagos with some work-from-home flexibility
- Focus on high-net-worth and emerging affluent client portfolio management
- Requires Bachelor's degree in Finance, Economics, Business, or related field
- CFA, CFP, or similar professional certifications are an advantage
- Prior experience in wealth management, private banking, or investment advisory preferred
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?
- UnclearRelated work experienceThe text mentions experience, but the exact level should be confirmed at source.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in sales, retail, internshipThe 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 Wealth Manager evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to Trovest Capital Partners and the role in Not specified.
- Add concrete examples related to sales, retail, internship, 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 Wealth Manager role in sales, retail?
- 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 Trovest 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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Use AI to apply better
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Original source description
Trovest Finance is a homegrown solution that is built with every Nigerian's interest at heart. With access to loans of up to 5 million Naira, we're sure to meet your financial needs to give you the edge you always deserve. What are you waiting for? Hop right in... Wealth Manager Job Type Full Time Qualification BA/BSc/HND , Professional Certificate Experience: Location Lagos Job Field Sales and Business Development Role Description The Wealth Manager is responsible for managing and growing a portfolio of high-net-worth and emerging affluent clients, focusing on long-term financial planning and investment performance. Day-to-day tasks include assessing client financial goals, developing tailored wealth management strategies, recommending investment products, and conducting regular portfolio reviews. The role also involves monitoring market trends, preparing clear advisory reports, collaborating with internal teams on cross-selling opportunities, and ensuring regulatory and compliance standards are consistently met. This is a full-time, hybrid position based in Lagos, with a blend of in-office collaboration and some work-from-home flexibility. The Wealth Manager is expected to maintain strong client relationships, uphold ethical standards, and contribute to the firm’s overall business growth. Qualifications Strong skills in financial planning, portfolio management, and investment advisory for individual and corporate clients. Ability to analyze market data, interpret economic trends, and apply risk management principles to client portfolios. Proficiency in client relationship management, including communication, negotiation, and presentation skills. Experience: with wealth management products such as mutual funds, fixed income instruments, equities, and alternative investments. Familiarity with consumer lending, retail banking operations, and cross-selling financial services is an advantage. Knowledge of regulatory frameworks, compliance requirements, and ethical standards in financial services. Comfort with digital tools, financial software, and fintech platforms used for advisory, reporting, and client engagement. Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field; professional certifications (e.g., CFA, CFP) are a plus. Demonstrated ability to work in a hybrid environment, manage time effectively, and collaborate with multidisciplinary teams. Prior experience: in wealth management, private banking, or investment advisory is strongly preferred. Check how your CV aligns with this job Method of Application Interested and qualified candidates should send their CVs to: recruitment@tro-vestcapitalpartners.com Build your CV for free. Download in different templates.