Wealth Manager

Company Description

Tro-Vest Capital Partners Limited is a professional investment and asset management firm based in Lagos, Nigeria. The company focuses on helping clients grow, preserve, and manage wealth through tailored financial solutions and disciplined investment strategies.

Tro-Vest serves a diverse client base, including individuals, families, high-net-worth individuals, and businesses seeking long-term financial security and sustainable investment growth.

The organization is committed to integrity, transparency, professionalism, and client-centric service. Team members operate in a performance-driven environment that encourages continuous learning, collaboration, and professional development.

Role Description

The Retail Sales Officer will be responsible for driving the growth of the company’s Assets Under Management (AUM) by sourcing, acquiring, and retaining retail and individual investors.

The role is highly performance-driven, with responsibility for mobilizing new investment funds ranging from ₦25 million to ₦500 million or more monthly, depending on the candidate’s experience, proven track record, network, and deposit mobilization capacity.

The successful candidate is expected to manage and grow an existing client portfolio while actively developing new business opportunities and converting prospects into investment clients.

Key Responsibilities

* Source and mobilize investment funds from retail clients, high-net-worth individuals, professionals, business owners, and other prospective investors.

* Drive the acquisition of new clients and grow the company’s Assets Under Management (AUM).

* Develop and implement effective sales strategies to achieve assigned monthly investment mobilization targets.

* Maintain an active pipeline of prospective clients and consistently convert leads into funded investment accounts.

* Build and maintain strong relationships with existing and prospective clients.

* Identify new business opportunities through referrals, networking, direct marketing, market intelligence, events, and strategic relationships.

* Explain the company’s investment products and solutions to prospective and existing clients in a clear and professional manner.

* Understand clients’ financial objectives and risk profiles and appropriately present suitable investment solutions.

* Conduct regular follow-ups with clients to encourage additional investments, renewals, and portfolio growth.

* Monitor client portfolios and provide periodic investment updates and relevant information.

* Maintain accurate records of sales activities, prospects, client engagements, and funds mobilized.

* Achieve and exceed assigned monthly and quarterly sales and AUM targets.

* Provide excellent customer service and promptly address client enquiries, requests, and complaints.

* Collaborate with the investment, operations, and customer service teams to ensure seamless client onboarding and service delivery.

Qualifications & Requirements

* Bachelor’s Degree in Finance, Economics, Accounting, Business Administration, Banking, Marketing, or a related discipline.

* Minimum of 2–5 years’ experience in retail sales, wealth management, asset management, investment advisory, banking, financial services, or deposit mobilization.

* Demonstrable experience in investment or deposit mobilization is strongly preferred.

* Currently manages or has demonstrable responsibility for an AUM of at least ₦100 million.

* Proven ability to consistently generate new business and convert prospects into funded investment accounts.

* Strong personal and professional network capable of supporting investment mobilization.

* Excellent communication, negotiation, relationship management, and sales skills.

* Strong understanding of investment products and financial markets.

* High level of integrity, professionalism, accountability, and commitment to ethical standards.

* Ability to work independently and in a target-driven environment.

* Willingness to work in a hybrid Lagos-based environment, with some remote work.

Performance Targets

Monthly investment mobilization targets will generally range from ₦25 million to ₦500 million or more, subject to the candidate’s:

* Proven track record of investment/deposit mobilization;

* Existing AUM under management or influence;

* Client network and market reach;

* Experience and professional grade; and

* Demonstrated ability to generate and retain investment clients.

Compensation

* Net Monthly Salary: Depending on experience, proven AUM, sales track record, and deposit mobilization capacity.

* Attractive performance-based commissions and incentives tied to funds mobilized and revenue generated.

* Career advancement and professional development opportunities.

* HMO.

* Pension.

* 13th Month.

* Annual Leave.

* Applicable allowances.

Application

Interested and qualified candidates should send their CVs to:

Oluwafemi.adediran@tro-vestcapitalpartners.com