Wealth Manager
AI summary
Rubels and Angels Limited is hiring a Wealth Manager to provide personalized financial planning and investment advisory services to high-net-worth clients. The role requires 5-7 years of experience, relevant certifications, and strong client relationship skills. Salary ranges from N250,000 to N500,000 monthly.
- Personalized financial planning and investment advisory for high-net-worth clients
- 5-7 years experience in wealth management, investment banking, or financial advisory required
- Professional certification strongly preferred (CFA, CFP, ICAN, ACCA, or equivalent)
- Salary: N250,000 - N500,000 monthly
- Application deadline: 17th October, 2026
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Source salary availableThe source lists N250,000 - N500,000 monthly. Confirm the final pay, benefits, contract terms and allowances directly with the employer before accepting an offer.
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, technology, 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 Wealth Manager evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to Rubels and Angels Limited and the role in Not specified.
- Add concrete examples related to sales, technology, finance, 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.
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.
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, technology?
- 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 Rubels and Angels Limited before the interview.
Ask what the first priorities will be in the role and how success will be measured.
Similar jobs to consider
Use AI to apply better
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Original source description
Responsible for providing personalized financial planning and investment advisory services to high-net-worth clients, helping them grow, protect, and manage their wealth in line with their financial goals.
Responsibilities
- Collaborate with legal, tax, and investment teams on client solutions
- Advise clients on investment portfolios, asset allocation, and risk management
- Identify new business opportunities and grow client base
- Ensure compliance with financial regulations and company policies
- Develop and manage personalized wealth/investment strategies for clients
- Monitor market trends and adjust client portfolios accordingly
- Provide guidance on tax planning, estate planning, and retirement strategies
- Prepare and present periodic portfolio performance reports to clients
- Build and maintain strong client relationships, ensuring trust and retention
- Stay updated on financial products, market conditions, and regulatory changes
Requirements
- Strong network/connections with high-net-worth individuals is an advantage
- Regulatory licensing/certification as required by jurisdiction
- Ability to work under pressure and meet client/business targets.
- High level of integrity, confidentiality, and professionalism
- N250,000 - N500,000 monthly.
- How to Apply
- Interested and qualified candidates should send their CV and Cover letter to:
- rubelsangels@gmail.com
- using the Job Title as the subject of the email.
- Application
- Deadline:
- 17th October, 2026.
- View all Jobs in Nigeria
- Lagos State
- Wealth Manager job vacancies in Nigeria
Education
Master's degree (MBA or related) is an added advantage
Professional certification strongly
Preferred Qualifications
- (CFA, CFP, ICAN, ACCA, or equivalent)
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Minimum of 5–7 years'
Experience
in wealth management, investment banking, or financial advisory, with a proven track record of managing high-net-worth client portfolios
Skills:
Strategic and analytical thinking
Proficiency in financial planning tools/software
Sales and business development acumen
Strong financial analysis and investment knowledge
Strong communication and presentation skills
Excellent relationship management and interpersonal skills
Other