Private Wealth Associate
AI summary
Rand Merchant Bank (RMB) is hiring a Private Wealth Associate in Nigeria to grow Assets Under Management by originating and managing relationships with High-Net Worth and Ultra-High Net Worth clients. The role involves client acquisition, investment advisory, portfolio management, and business development within Nigeria's asset management sector. The position reports to the Head of Business Development and requires strong financial advisory and relationship management skills.
- Client-facing wealth management role targeting HNI and UHNI clients in Nigeria
- Focus on growing Assets Under Management through origination and retention
- Requires 5-7 years experience in asset management, banking, or financial services
- Bachelor's degree in Finance, Economics, or Business Administration required
- CFA or CIS certification is an added advantage
- Reports to Head of Business Development with AUM growth targets
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?
- Required5+ 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 AssociateThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in Not specifiedThe vacancy is associated with this location.
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 Private Wealth Associate evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to Rand Merchant Bank (RMB) and the role in Not specified.
- Add concrete examples related to sales, finance, Wealth Associate, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from Jobzilla 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
- Jobzilla Nigeria
- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
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Interview preparation
- What experience makes you a strong fit for this Private Wealth Associate 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 Rand Merchant Bank (RMB) 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
The Private Wealth Associate will support the growth of the RMBN AM’s Assets Under Management (AUM) by originating, nurturing and converting relationships with High-Net Worth (HNI) and Ultra-High Net Worth (UHNI) clients, serving as a trusted partner to provide them with personalized wealth management solutions aligned with their financial goals. The role requires a combination of origination, relationship management, financial advisory expertise, and a deep understanding of RMBN AM’s investment offerings.
Reporting to the Head of Business Development, the successful candidate will play a central role in executing the sales and client acquisition strategy, driving client retention, and positioning the firm's investment product offerings within Nigeria's asset management and broader Africa.
Key Responsibilities
- Client Acquisition & Relationship Management:
- Build strong, trust-based relationships with clients, acting as their primary advisor
- Identify, prospect, and onboard new HNI/ UHNI clients
- Conduct regular portfolio reviews with clients, ensuring alignment with their financial objectives.
- Investment Advisory & Portfolio Management:
- Monitor client portfolios, ensuring alignment with objectives and market conditions.
- Structure and recommend appropriate investment solutions leveraging RMBN AM’s platform.
- Conduct financial needs assessments and risk profiling.
- Provide regular performance updates and rebalancing recommendations.
- Develop tailored financial strategies across all asset classes.
- Business Development:
- Collaborate with product and investment teams to design innovative financial solutions that meet client needs.
- Represent RMBN AM at client events, industry forums, and networking engagements to expand visibility and client reach.
- Stay abreast of market trends, competitor offerings, and regulatory changes.
- Achieve assigned Assets Under Management (AUM) growth targets.
- Regulatory Compliance & Risk Management:
- Adhere to KYC/AML
Requirements
- during client onboarding and throughout client relationships.
- Maintain accurate client documentation and reporting records
- Ensure all advisory and sales activities comply with SEC regulations and company policies.
- Key Performance Indicators
- Number of new client relationships originated and successfully onboarded.
- Quality and timeliness of CRM record-keeping and reporting.
- Client satisfaction, including timely resolution of queries and complaints.
- Client retention rate and reduction in churn.
- Growth in AUM across assigned client portfolios and product lines.
- Qualifications &
Experience
Sound understanding of Nigerian capital market, money market, investment products and regulatory environment (SEC, CBN).
5 to 7 years relevant
in business development, investment/relationship management or client-facing sales within asset management, banking or financial services.
Highly skilled in managing and developing relationships with high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), providing tailored wealth management and investment solutions.
Ability to identify clients’ financial objectives and conduct comprehensive financial needs analysis to recommend suitable investment products in line with objectives.
Bachelor's Degree in Finance, Economics, Business Administration or related fields.
Demonstrable track record of meeting or exceeding sales/AUM growth targets.
Relevant professional certification (e.g. CFA, CIS) is an added advantage.
Key Skills & Competencies:
Excellent verbal and written communication and presentation skills.
High level of integrity, professionalism and discretion in handling confidential client information.
High level of professionalism, integrity, and discretion.
Self-motivated, result-oriented and able to work both independently and collaboratively within a team.
Analytical mindset with the ability to interpret market and portfolio data to inform client conversations.
Commercially astute with strong negotiation and persuasion abilities.
Proficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM systems.
Strong interpersonal and relationship-management skills, with the ability to engage confidently with senior stakeholders and high-net-worth individuals.
Strong sales and business development capabilities.
Design compelling client pitches and sales presentations that effectively communicate investment opportunities, resulting in increased assets under management and revenue growth
Strong organisational skills with the ability to manage multiple client relationships and priorities simultaneously.
Prepare and delivered professional client presentations, investment proposals, market outlook reports, and wealth management strategies to prospective and existing clients.
How to Apply
Interested and qualified candidates should:
Click here to apply online
Application
Deadline:
2nd October, 2026.
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Lagos State