Wealth Manager


  2026-05-20
  Abuja, Nigeria
  3–7
  Banking & Finance

AMS Finance & Management Company Limited, is a financial services company located in Lagos and Abuja, providing top-notch investment and financial solutions to individuals and organizations.

We are recruiting to fill the position of:

Job Title: Wealth Manager / Deposit Mobilization Officer

Location: Nigeria

Role Summary

  • Build and manage a portfolio of clients, advise on term deposit solutions, and achieve net-new deposit targets while ensuring compliance and excellent client service.
  • Drive acquisition and retention of fixed deposit and high-quality retail deposit. funds.

Key Responsibilities

  • Cross-sell complementary products (savings, premium accounts, basic investment solutions).
  • Source and onboard retail and high-net-worth clients for fixed-term deposits and savings products.
  • Advise clients on deposit tenors, rates, yield optimization and rollover strategies.
  • Maintain CRM with activities, leads and pipeline; provide market / competitor intel.
  • Liaise with treasury, operations and compliance for timely execution and accurate documentation.
  • Ensure strict adherence to KYC / AML and suitability policies.
  • Manage client portfolio, deliver personalized service and conduct periodic portfolio reviews.
  • Meet monthly / quarterly net-new deposit and client acquisition targets.

Requirements

  • Proficiency with CRM and MS Office; professional discretion and ethics.
  • 3–7 years of experience in retail / wealth / deposit mobilization, preferably with fixed - deposit sales to retail / HNW clients.
  • Strong relationship management, consultative selling and commercial awareness.
  • Proven track record of meeting deposit targets.
  • Bachelor’s Degree in Finance, Economics, Business or related field.
  • Excellent communication, negotiation and presentation skills.

What We Offer

  • Client servicing support, training and career progression opportunities.
  • Competitive salary plus mobilization bonuses and performance-based incentives.
  • Allowances and benefits per company policy.

How to Apply
Interested and qualified candidates should send their CV to: [email protected] using “Wealth Manager — Fixed Deposits” as the subject of the mail.


Click link to Apply





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