Job Title: Mid-level Wealth Manager
Location: Lagos
Employment Type: Full-time
About Gresham Asset Management Limited:
Gresham Asset Management Limited is a licensed wealth management company, offering diversified financial services including Fund/Portfolio Management, Portfolio Restructuring, Investment Management, and Financial Advisory services. The company’s value proposition to clients includes superior returns, personal customer relationships, and fund security.
Job Description
- This is a full-time remote role for a Mid-level Wealth Manager at Gresham Asset Management Limited.
- The Wealth Manager will be responsible for financial planning, investment management, handling investments, finance-related tasks, and insurance management on a day-to-day basis.
Responsibilities
- Build and maintain strong relationships with new and existing clients to ensure client retention.
- Provide financial advisory services on asset allocation and investment strategies.
- Achieve a fund mobilization target of N500 Million – N1 Billion annually.
- Present investment opportunities and strategies to clients.
- Ensure compliance with internal policies and regulatory requirements.
- Regularly report on client activities and market insights to the Head of Wealth Management.
Requirements
- Bachelor’s Degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 3 years of experience in asset management or financial services.
- Strong analytical skills and proficiency in Excel.
- Excellent communication and interpersonal skills.
- Proven track record in client relationship management and business development.
- Ability to work under pressure and meet deadlines.
- Industry certification (CFA, CIS, etc.) is a plus.
Salary
N300,000-N500,000 monthly.
Application Closing Date
19th June, 2025.
How to Apply:
Interested and qualified candidates should send an email expressing their interest in the role and highlighting their qualifications, with their CV attached to: recruitment@greshamassetmktng.com using the job Title as the subject of the email.
