Team Lead - Wealth Management at Vale Finance Limited

Vale Finance is a full-fledged finance company that delivers a bouquet of bespoke financial solutions to help businesses and individuals power their dreams through savings, loans, payments and Investments. Vale Finance Limited (RC 1579883) was incorporated with the Corporate Affairs Commission in 2019 and offers financial services to Individuals, large corporates, SME's, High Networth Individuals (HNI).

We are licensed by the Central Bank of Nigeria (CBN) as a finance company and also a member of the Finance Houses Association of Nigeria (FHAN), we leverage on technology while also serving the needs of non-digital savvy, applying the highest level of professionalism in service delivery. Our management team consist of seasoned finance experts with many years of experience in diverse sectors.

We are recruiting to fill the position below:

Job Title: Team Lead - Wealth Management

Location: Lagos
Employment Type: Full-time

Description

• The Team Lead – Wealth Managementis responsible for managing and leading a team of wealth management professionals to deliver exceptional wealth management solutions to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).
• This role combines leadership, client relationship management, and strategic planning to grow the private banking segment while ensuring the highest standards of service and compliance.
• This role is pivotal in driving the growth of the wealth management business, fostering long-term client relationships, and positioning the team as a trusted provider of bespoke financial solutions.

Key Responsibilities
Team Leadership and Development:

• Lead, mentor, and manage a team of wealth management/ treasury sales officers, relationship managers, and support staff.
• Set performance targets and ensure team members achieve or exceed individual and team objectives.
• Provide ongoing coaching, training, and professional development to enhance team capabilities.

Client Relationship Management:

• Oversee the acquisition, retention, and growth of HNW and UHNW client relationships.
• Support team members in delivering personalized financial solutions, including wealth management, investment advisory, and credit services.
• Serve as a point of escalation for complex client issues, ensuring timely and effective resolution.

Strategic Planning and Business Development:

• Develop and execute strategies to grow the wealth management portfolio, including client acquisition and cross-selling opportunities.
• Collaborate with internal stakeholders to identify new products and services that meet client needs.
• Analyze market trends and competitor activities to inform strategic decisions.

Risk Management and Compliance:

• Ensure adherence to all regulatory and internal compliance requirements.
• Monitor team activities to maintain a high standard of ethical conduct and risk management.
• Regularly review client portfolios to ensure alignment with risk appetite and investment goals.

Operational Excellence:

• Oversee the day-to-day operations of the welath management team, ensuring efficiency and effectiveness in service delivery.
• Work with support teams to streamline processes and enhance client experiences.
• Prepare and present reports on team performance and market insights to senior management.

Requirements
Educational Qualifications and Experience:

• Bachelor's Degree in Finance, Economics, Business Administration, or a related field (MBA or equivalent is an advantage).
• 6–10 years of experience in private banking, wealth management, or a related field.
• Proven experience in leading and managing teams in a high-performance environment.

Skills:

• Strong knowledge of wealth management products, financial planning, and investment strategies.
• Excellent leadership, interpersonal, and communication skills.
• Demonstrated ability to build and maintain relationships with HNWIs and UHNWIs.
• Deep understanding of risk management and compliance frameworks.

Key Competencies:

• Leadership and Team Building
• Client-Centric Approach
• Strategic Thinking and Problem Solving
• Financial and Market Acumen
• Ethical Judgment and Integrity

Application Closing Date
5th February, 2025.

How to Apply
Interested and qualified candidates should send their CV to: [email protected] using the job title as the subject of the mail.