Mid-level Wealth Manager at Greham 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.

We are recruiting to fill the position below:

Job Title: Mid-level Wealth Manager

Location: Lagos
Employment Type: Full-time

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.
• 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.
• Provide financial advisory services on asset allocation and investment strategies.
• Achieve a fund mobilization target of N500 Million - N1 Billion annually.

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.
• 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.
• Strong analytical skills and proficiency in Excel.
• Excellent communication and interpersonal skills.

Salary
N300,000 - N500,000 monthly.

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: [email protected] using the job Title as the subject of the email

Application Deadline  19th June, 2025.