Team Lead, Private Wealth Management

Deloitte6

Job details

  • ONSITE
  • FULL_TIME
  • Lagos, Nigeria
  • ng
  • Verified 2026-09-25
  • Source: Deloitte6 public SMARTRECRUITERS source

Original job description

Company Description

Our client is a leading asset management and securities firm, known for delivering innovative investment solutions across equities, fixed income, real estate, and alternative assets. With a strong reputation for excellence and a client-focused approach, they are seeking talented professionals to join their team and contribute to creating long-term value and superior outcomes in the dynamic world of asset management and securities.

Job Description

Key Responsibilities

Wealth Management & Advisory

  • Provide strategic oversight for the development and implementation of tailored wealth management solutions, including portfolio construction, estate planning, tax optimisation, and alternative investments.
  • Conduct regular reviews of client portfolios to ensure alignment with financial goals, risk tolerance, and market conditions.
  • Collaborate with internal and external experts to deliver holistic advice on investments, insurance, philanthropy, and succession planning.
  • Ensure all advisory activities adhere to regulatory requirements and the firm’s ethical standards.

Client Relationship Management

  • Build and maintain trusted relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs.
  • Lead client onboarding processes, ensuring a seamless transition and clear understanding of services and expectations.
  • Proactively address client queries, concerns, and feedback, delivering timely and effective solutions.
  • Organise and lead regular client meetings, portfolio reviews, and educational sessions to foster engagement and loyalty.

Business Development & Growth

  • Identify and pursue new business opportunities to expand the private wealth client base and increase assets under management.
  • Develop and execute targeted marketing and networking initiatives to attract new clients and enhance the firm’s market presence.
  • Leverage referrals, partnerships, and industry events to build a robust pipeline of potential clients.
  • Collaborate with product and marketing teams to develop and promote innovative wealth management solutions.

Performance Monitoring & Reporting

  • Establish and track key performance indicators (KPIs) for client portfolios, team activities, and business development efforts.
  • Ensure the timely and accurate preparation of client reports, investment commentary, and regulatory disclosures.
  • Analyse portfolio performance, client satisfaction data, and market trends to identify opportunities for improvement and innovation.
  • Present business and performance updates to senior management and relevant committees.

Risk Management & Compliance

  • Ensure all wealth management activities comply with relevant regulatory requirements, industry standards, and internal policies.
  • Identify, assess, and mitigate risks associated with client portfolios, investment strategies, and market developments.
  • Work closely with compliance, legal, and risk teams to address regulatory changes and uphold best practices.
  • Foster a culture of compliance, transparency, and responsible investing within the team.
Qualifications

Qualifications & Experience

  • Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s/CFA/CFP preferred).
  • Minimum of 7 years’ experience in private wealth management, financial advisory, or related roles.
  • Proven track record in managing high-net-worth client relationships and delivering tailored wealth solutions.
  • Strong understanding of investment products, financial planning, and regulatory frameworks.
  • Excellent communication, presentation, and interpersonal skills.
  • Experience leading and developing high-performing teams.

Key Competencies

  • Wealth Management & Advisory Expertise
  • Leadership & Team Management
  • Relationship Building & Client Focus
  • Business Development & Growth Mindset
  • Results Orientation & Accountability
  • Risk Awareness & Compliance

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