Investment Relationship Manager at Kaplo Africa

Summary

• Our client, a reputable financial services company in Ikoyi, is seeking a highly experienced and dynamic Investment Relationship Manager to drive client acquisition, strengthen investor relationships, and grow the company’s investment portfolio.

Key Responsibilities

• Build, manage, and retain strong relationships with high-net-worth and corporate clients.
• Identify and onboard new investors while deepening engagement with existing clients.
• Provide expert investment advisory, portfolio guidance, and product recommendations.
• Monitor market trends and proactively present suitable investment opportunities.
• Achieve monthly and quarterly investment targets while ensuring top-tier client satisfaction.

Requirements

• Minimum of 5 years' proven experience in investment sales, wealth management, or relationship management.
• Strong track record of closing high-value deals and managing HNI portfolios.
• Excellent communication, negotiation, and client engagement skills.
• Deep understanding of financial products, capital markets, and investment strategies.

Salary
N500,000 monthly.