Head Wealth Management at Bellforte Consulting

Job Summary

Strategic Leadership

• Develop and implement the wealth management strategy aligned with the firm’s overall business goals
• Lead business growth initiatives, including market expansion and product development
• Identify new revenue streams and investment opportunities

Client Relationship Management

• Build and maintain relationships with High-Net-Worth Individuals (HNWIs), Ultra-HNWIs, and institutional clients
• Serve as the primary advisor for key clients, offering bespoke financial and investment solutions
• Ensure high levels of client satisfaction, retention, and trust

Portfolio & Investment Oversight

• Oversee client portfolios to ensure alignment with investment objectives and risk appetite
• Work closely with investment teams to design and deliver tailored asset allocation strategies
• Monitor market trends and adjust strategies accordingly

 Business Development

• Drive client acquisition strategies and achieve AUM (Assets Under Management) growth targets
• Build partnerships with intermediaries, family offices, and corporate clients
• Represent the firm at industry events, conferences, and networking platforms

 Team Leadership & Development

• Lead, mentor, and manage a team of relationship managers, advisors, and analysts
• Set performance targets and conduct regular reviews
• Foster a high-performance, client-centric culture

Risk & Compliance Management

• Ensure all activities comply with regulatory requirements and internal policies
• Oversee client onboarding (KYC/AML) processes
• Manage operational and reputational risks within the division

Financial Performance

• Manage P&L responsibility for the wealth management division
• Track revenue, profitability, and cost efficiency metrics
• Prepare and present performance reports to senior management

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field
• MBA or Master’s degree (preferred)
• Relevant certifications:Chartered Financial Analyst (CFA)
• Chartered Institute of Stockbrokers (CIS)
• SEC-sponsored individual certification

Additional Information

• 15+ years’ experience in wealth/asset management
• Strong client network (HNWIs/UHNIs)
• Deep knowledge of Nigerian financial markets

• Strong understanding of:
• Nigerian fixed income market (FGN bonds, NTBs)
• Equities market via Nigerian Exchange Group
• FX market dynamics and hedging strategies
• Knowledge of SEC rules and reporting requirements
• Portfolio construction and risk management expertise