Wealth Manager Role

Responsibilities


Promote and sell Sycamore’s asset management products (e.g., bonds, commercial papers, treasury bills, and other fixed-income offerings) to new and existing clients.
Identify and acquire high-net-worth individuals, corporate clients, and institutional investors through strategic prospecting, referrals, and networking.
Conduct detailed financial and investment needs assessments to recommend appropriate products aligned with clients’ objectives and risk tolerance.
Manage and grow a portfolio of clients while achieving specified sales, revenue, and asset under management (AUM) targets.
Educate clients about Sycamore’s investment products, market opportunities, and the benefits of fixed-income investments.
Monitor client portfolios and proactively advise on rebalancing or reinvestment opportunities as market conditions evolve.
Maintain regular contact with clients to build trust, deepen relationships, and ensure high levels of client satisfaction.
Collaborate with internal teams — investment, research, operations, and compliance — to ensure seamless delivery of services and adherence to regulatory standards.
Keep abreast of financial market trends, economic developments, and competitor offerings to remain competitive and provide informed advice to clients.
Maintain accurate records of client interactions, sales activities, and pipeline opportunities using the company’s CRM tools.


Key Requirements


Bachelor’s Degree in Finance, Economics, Business Administration, or a related field. A Master’s degree or professional certificationis an added advantage.
Minimum of 3 – 5 years experience in wealth management, investment sales, or financial advisory, with a proven track record of selling fixed-income or similar investment products.
Strong understanding of the Nigerian capital market, fixed-income securities, and investment strategies.
Excellent sales, negotiation, and relationship management skills.
Strong communication and presentation skills, with the ability to explain complex investment products clearly.
High level of professionalism, integrity, and client-focused attitude.
Ability to work independently in a target-driven environment.
Deep knowledge of bonds, commercial papers, and other fixed-income instruments.
Ability to build and maintain a robust client network.
Strong analytical and problem-solving skills.
Resilience and a proactive, results-oriented mindset.