Jobs at Prospera Finance

Role Overview

• The Head of Wealth Management will lead the institution’s wealth management division, overseeing strategy, client relationship management, investment advisory, and portfolio growth.
• This role requires a visionary leader with strong financial acumen, deep knowledge of investment products, and the ability to build trust with high-net-worth clients.

Key Responsibilities
Strategic Leadership:

• Develop and implement the wealth management strategy aligned with institutional goals.
• Drive growth in assets under management (AUM) and client acquisition.

Client Relationship Management:

• Build and maintain long-term relationships with high-net-worth clients.
• Provide tailored financial advice, investment planning, and estate management solutions.

Investment Oversight:

• Supervise portfolio construction, risk management, and performance monitoring.
• Ensure compliance with regulatory standards and ethical practices.

Team Management:

• Lead, mentor, and develop wealth managers and relationship officers.
• Foster a culture of excellence, integrity, and client-centric service.

Business Development:

• Identify new opportunities for product innovation and market expansion.
• Represent the institution at industry events and networking forums.

Qualifications & Skills

• Bachelor’s Degree in Finance, Economics, Business Administration, or related field (Master’s/MBA preferred).
• Professional certifications (CFA, CFP, ICAN, CIS) are highly desirable.
• Minimum 10 years of experience in wealth management, private banking, or investment advisory.
• Proven track record of managing high-net-worth portfolios.
• Strong leadership, communication, and negotiation skills.
• Deep understanding of Nigerian financial markets and global investment trends.

Compensation & Benefits

• Competitive salary package with performance-based incentives.
• Hybrid work model (office presence in Festac + remote flexibility).
• Health insurance, pension contributions, and professional development support.
• Opportunity to shape and grow a premier wealth management division.

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Job Summary

• We are seeking an experienced and motivated Wealth Manager to join our team.
• The ideal candidate will be responsible for managing high-value client portfolios, acquiring new clients, offering financial advisory, and driving revenue growth.
• This role requires strong financial knowledge, excellent client relationship skills, and the ability to deliver measurable results.

Key Responsibilities

• Acquire, manage, and grow a portfolio of high-net-worth clients.
• Provide tailored financial advisory and investment recommendations.
• Analyze clients’ financial goals and develop personalized wealth plans.
• Cross-sell financial products and services to drive portfolio growth.
• Monitor market trends, investment risks, and portfolio performance.
• Prepare and present financial reports and investment proposals.
• Build long-term trusted relationships with clients through regular engagements.
• Meet and exceed monthly and quarterly financial targets.
• Collaborate with internal teams to ensure smooth service delivery.
• Maintain confidentiality and comply with all regulatory and company requirements.

Requirements

• Bachelor’s Degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 5 years experience in wealth management, investment banking, or financial advisory.
• Proven track record of achieving financial and portfolio targets.
• Strong understanding of investment products, financial markets, and risk management.
• Excellent communication, negotiation, and interpersonal skills.
• Analytical mindset with strong decision-making abilities.
• High level of professionalism, integrity, and client service orientation.

Preferred Skills:

• Certifications such as CFA, ACCA, ICAN, or related financial certifications (added advantage).
• Experience working with high-value clients and corporate executives.
• Strong networking ability and industry connections.

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Requirements

• Must live around FESTAC Environs
• Must have a smartphone and be able to use google map efficiently.
• Must know routes within Lagos
• Must have a valid drivers license.

Remuneration

• Salary: 150,000 / month.
• No accommodation provided

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Requirements

• Interested candidates should possess relevant qualifications with work experience.