Sewa Assets Management Limited – We are an assets management and finance consultancy firm positioned to meet the ever-changing demands and requirements of our clients in the 21st century. Since inception, we have strategically positioned ourselves to take advantage of growth prospects in the Nigerian and African markets on behalf of our clients. Over the last few years, Sewa Assets has established a strong reputation for market expertise in asset management, investment advisory, business intelligence, consultancy, and financial support services.
We are recruiting to fill the position below:
Job Title: Treasury Sales / Wealth Manager
Locations: Abuja (FCT) & Victoria Island, Lagos
Employment Type: Full-time
Job Summary
- In this role, you will be responsible for managing and promoting financial products and services to high-net-worth individuals, corporations, and institutional clients.
Key Roles
- Treasury Marketing: Developing and marketing treasury solutions, including liquidity management, foreign exchange, and cash management products to corporate and institutional clients.
- Wealth Management: Advising clients on investment strategies, managing portfolios, and offering tailored financial planning services to grow and protect their wealth.
- Institutional Sales: Building and maintaining relationships with large clients, selling financial products such as bonds, derivatives, and investment funds, and managing client accounts to meet their financial goals
- This role combines financial expertise with client relationship management, focusing on both strategic advice and sales.
Responsibilities
- Drive the onboarding of new individual and institutional clients
- Drive the maintenance, nurturing and retention of existing clients
- Drive deal origination across group entity products
- Conduct needs analysis and risk profiling for all clients prior to onboarding them.
- Adhere to all regulatory requirements. Nil penalties and loss of income due to regulatory infractions
- Competition watch: Provide monthly report on competitor’s offering with recommendation
- Contribute towards the development of new products and/or areas of product improvement
- Drive the execution of both the Corporate strategic initiatives
- Customer satisfaction rating at 100
- Advising clients on financial products and services.
- Buying and selling investment securities on behalf of the client.
- Managing investments.
- Conducting planning services.
- Efficiently maintain Client records. Minimal rework and absence of error in reports, analysis and presentations.
Minimum Requirements
- First (BA/BSc) in numerate discipline
- Second Degree (MBA or MA/MSc).
- Professional qualifications in relevant fields i.e. CIMA, CFA, CIS, ICAN, CIBN.
Competency and Skills:
- Strong knowledge and understanding of the international/ local financial markets.
- Knowledge and understanding of financial products.
- Excellent customer relationship development/management.
- Good analytical skills, problem-solving and conflict resolution skills.
- Knowledge of local and international investment operations.
- Strong quantitative and qualitative skills.
- Excellent communication and interpersonal/ relationship management skills.
- Ability to develop and maintain strategic partnerships/ alliances within the Nigerian Asset Management industry.
- Formulating Strategies and Concepts
- Planning & Organising
- Entrepreneurial and Commercial thinking
- A solid understanding of technology
- Deep knowledge of business principles
- Extensive experience working in technology and/or business roles within a company.
- Deciding and Initiating
- Leading and Supervising
- Good product development and portfolio management capabilities.
- Strong managerial and leadership skills.
- Strong knowledge of Mutual Funds Operations, Investment Management and Fund Administration.
- Strong strategic orientation.
- Relating and Networking
- Persuading and Influencing
- Presenting and Communicating Information
- Applying of Technology and Expertise
- Analysing
- Creating and Innovating
How to Apply
Interested and qualified candidates should send their Application and Cover Letter to: [email protected] using “Treasury Sales / Wealth Manager” as the subject of the mail.
Application Deadline 31st July, 2025.
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