Wealth Manager at Trustline Capital Limited

Role Summary

• The Wealth Manager is responsible for driving revenue growth by acquiring, managing, and retaining high-net-worth (HNW), ultra-high-net-worth (UHNW), and institutional clients.
• The role focuses on building strong client relationships, delivering tailored wealth management and investment solutions, and ensuring sustainable Assets Under Management (AUM) growth, and profitability while achieving business development and revenue targets.

Key Responsibilities

• Drive aggressive AUM growth through client acquisition, retention, and cross-selling.
• Identify new market opportunities, products, and client segments.
• Lead expansion into corporate, diaspora, and institutional wealth segments..
• Originate large-ticket investments and structured deals.
• Oversee client onboarding, portfolio advisory, and lifecycle management.
• Collaborate with investment teams to design attractive wealth products (fixed income, real estate-backed, structured notes).
• Drive distribution of proprietary products (e.g., fixed income notes, real estate investments).
• Maintain strong governance, risk controls, and ethical standards.
• Oversee KYC, AML, and client suitability processes.

Key Performance Indicators

• AUM Growth (monthly/annual targets)
• Revenue generation
• Client acquisition & retention rate
• Average portfolio size per client

Qualifications & Experience

• Bachelor’s degree in Finance, Economics, Business, Marketing or related field.
• Minimum 8years experience in wealth management, asset management, or private banking.
• Proven track record of managing large AUM portfolios and HNW clients.
• Strong network of affluent clients and institutional investors.

Compensation Structure

• Monthly net salary in the region of 2 million
• Performance Bonus (linked to AUM & revenue)
• 13 months payment Salary
• HMO
• Pension.