Wealth Manager(Sales)

About the company

Company Description Alert Microfinance Bank is dedicated to empowering micro-entrepreneurs by providing accessible and tailored financial services that support business growth and financial stability. The bank focuses on improving the economic status of individuals and small businesses through inclusive lending, savings, and other financial products. With a strong commitment to community development, Alert Microfinance Bank works closely with clients to understand their needs and offer practical, responsible financial solutions. The organization values integrity, customer-centric service, and long-term relationships that help clients build sustainable livelihoods.

Your tasks

Role Description The Wealth Manager (Sales) is a full-time, on-site role based in Lagos. This position is responsible for identifying and onboarding new clients, promoting the bank’s financial products, and managing a portfolio of micro-entrepreneur customers to drive asset growth and deposit mobilization. Day-to-day activities include conducting client meetings, assessing financial needs, proposing suitable savings and investment solutions, and ensuring high-quality customer service throughout the client lifecycle. The Wealth Manager (Sales) will also prepare sales plans, track performance against targets, maintain accurate client records, and collaborate with internal teams to ensure smooth product delivery and compliance with regulatory and internal policies.

Requirements

• Demonstrated skills in sales, relationship management, and customer service to build and maintain strong client portfolios.
• Proficiency in basic financial analysis, needs assessment, and product matching, particularly for microfinance and retail banking solutions.
• Strong communication, negotiation, and presentation skills, with the ability to explain financial concepts in clear, accessible language.
• Organizational and time-management skills to handle multiple client accounts, meet sales targets, and maintain accurate documentation.
• Comfort with using banking software, CRM tools, and standard productivity applications (e.g., spreadsheets, word processing).
• Prior experience in microfinance, retail banking, or financial services sales is highly beneficial.
• Minimum of a bachelor’s degree in Business, Finance, Economics, Marketing, or a related field, or equivalent professional experience.
• Commitment to ethical selling practices and an interest in supporting the economic growth of micro-entrepreneurs in Lagos and surrounding communities.

Other

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