Relationship Manager at Trovest Capital Partners

Role Summary

• The Retail Sales Officer will drive the growth of the company’s Assets Under Management (AUM) by acquiring new investors, mobilizing investment funds, and maintaining strong relationships with existing clients.
• The role requires a commercially driven professional with a proven track record in investment sales, deposit mobilization, wealth management, or financial services. Monthly investment mobilization targets will range from ₦25 million to ₦500 million or more, depending on the candidate’s experience, existing portfolio, network, and demonstrated fundraising capacity.

 Key Responsibilities

• Source and mobilize investment funds from individuals, professionals, business owners, high-net-worth individuals, and other prospective investors.
• Acquire new clients and grow the company’s Assets Under Management (AUM).
• Develop and implement sales strategies to achieve monthly and quarterly investment mobilization targets.
• Build and maintain a strong pipeline of prospective investors and convert leads into funded investment accounts.
• Manage and grow existing client portfolios through relationship management, follow-ups, renewals, and additional investments.
• Generate business through referrals, networking, direct marketing, industry events, and strategic partnerships.
• Present the company’s investment products and solutions clearly and professionally.
• Understand clients’ financial objectives and risk profiles and present suitable investment solutions in line with applicable policies and regulatory requirements.
• Provide regular portfolio updates and respond promptly to client enquiries, requests, and complaints.
• Maintain accurate records of prospects, client engagements, sales activities, and funds mobilized.
• Collaborate with the investment, operations, and customer service teams to ensure seamless client onboarding and service delivery.
• Consistently achieve and exceed assigned sales, investment mobilization, and AUM growth targets.

Qualifications and Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, Banking, Marketing, or a related discipline.
• Minimum of 2–5 years’ relevant experience in retail sales, wealth management, asset management, investment advisory, banking, financial services, or deposit mobilization.
• Demonstrable experience in investment or deposit mobilization.
• Currently manages or has demonstrable responsibility for an AUM of at least ₦100 million.
• Proven ability to generate business, acquire new clients, and convert prospects into funded investment accounts.
• Strong personal and professional network capable of supporting investment mobilization.
• Sound understanding of investment products, financial markets, and wealth management solutions.
• Excellent communication, negotiation, sales, and relationship management skills.
• High level of integrity, professionalism, accountability, and commitment to ethical standards.
• Ability to work independently, manage a sales pipeline, and deliver results in a target-driven environment.
• Willingness to work in a hybrid, Lagos-based environment.

Performance Targets

Monthly investment mobilization targets will generally range from ₦25 million to ₦500 million or more, depending on:

• Proven investment or deposit mobilization track record.
• Existing AUM under management or influence.
• Strength of the candidate’s client network and market reach.
• Relevant experience and professional grade.
• Ability to acquire, grow, and retain investment clients.

Performance will be assessed based on funds mobilized, new client acquisition, AUM growth, client retention, revenue generation, and achievement of assigned targets.

Compensation and Benefits

• Net monthly salary: ₦250,000 – ₦1,000,000, depending on experience, existing AUM, sales performance, and investment mobilization capacity.
• Attractive performance-based commissions and incentives tied to funds mobilized and revenue generated.
• Health Maintenance Organization (HMO) coverage.
• Pension contributions.
• 13th-month salary.
• Annual leave.
• Applicable allowances.
• Career advancement and professional development opportunities.