{"id":2087740,"url":"https://alion.io/job/firstrand-private-wealth-associate","title":"Private Wealth Associate","company":{"id":4436,"name":"FirstRand","domain":"firstrand.co.za","url":"https://alion.io/company/firstrand","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Lagos, Nigeria"],"countries":["NG"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":19000,"max_usd":47000,"period":"year","method":"global_role_cell_scaled_by_country","sample_n":6342},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-08T13:07:38Z","employer_posted_date":"2026-10-08","last_verified_at":"2026-10-12T09:14:06Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"Job Description\nThe Private Wealth Associate will support the growth of the RMBN AM’s Assets Under Management (AUM) by originating, nurturing and converting relationships with High-Net Worth (HNI) and Ultra-High Net Worth (UHNI) clients, serving as a trusted partner to provide them with personalized wealth management solutions aligned with their financial goals. The role requires a combination of origination, relationship management, financial advisory expertise, and a deep understanding of RMBN AM’s investment offerings.Reporting to the Head of Business Development, the successful candidate will play a central role in executing the sales and client acquisition strategy, driving client retention, and positioning the firm's investment product offerings within Nigeria's asset management and broader Africa.\nKey Responsibilities\nClient Acquisition & Relationship Management:\nIdentify, prospect, and onboard new HNI/ UHNI clients\n\nBuild strong, trust-based relationships with clients, acting as their primary advisor\n\nConduct regular portfolio reviews with clients, ensuring alignment with their financial objectives.\n\nInvestment Advisory & Portfolio Management:\nConduct financial needs assessments and risk profiling.\n\nDevelop tailored financial strategies across all asset classes.\n\nStructure and recommend appropriate investment solutions leveraging RMBN AM’s platform.\n\nMonitor client portfolios, ensuring alignment with objectives and market conditions.\n\nProvide regular performance updates and rebalancing recommendations.\n\nBusiness Development:\nAchieve assigned Assets Under Management (AUM) growth targets.\n\nCollaborate with product and investment teams to design innovative financial solutions that meet client needs.\n\nStay abreast of market trends, competitor offerings, and regulatory changes.\n\nRepresent RMBN AM at client events, industry forums, and networking engagements to expand visibility and client reach.\n\nRegulatory Compliance & Risk Management:\nEnsure all advisory and sales activities comply with SEC regulations and company policies.\n\nAdhere to KYC/AML requirements during client onboarding and throughout client relationships.\n\nMaintain accurate client documentation and reporting records\n\nQualifications & Experience:\nBachelor's degree in Finance, Economics, Business Administration or related fields.\n\n5 to 7 years relevant experience in business development, investment/relationship management or client-facing sales within asset management, banking or financial services.\n\nRelevant professional certification (e.g. CFA, CIS) is an added advantage.\n\nDemonstrable track record of meeting or exceeding sales/AUM growth targets.\n\nSound understanding of Nigerian capital market, money market, investment products and regulatory environment (SEC, CBN).\n\nHighly skilled in managing and developing relationships with high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), providing tailored wealth management and investment solutions.\n\nAbility to identify clients’ financial objectives and conduct comprehensive financial needs analysis to recommend suitable investment products in line with objectives.\n\nKey Skills & Competencies:\nStrong interpersonal and relationship-management skills, with the ability to engage confidently with senior stakeholders and high-net-worth individuals.\n\nExcellent verbal and written communication and presentation skills.\n\nCommercially astute with strong negotiation and persuasion abilities.\n\nAnalytical mindset with the ability to interpret market and portfolio data to inform client conversations.\n\nProficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM systems.\n\nPrepare and delivered professional client presentations, investment proposals, market outlook reports, and wealth management strategies to prospective and existing clients.\n\nDesign compelling client pitches and sales presentations that effectively communicate investment opportunities, resulting in increased assets under management and revenue growth\n\nHigh level of integrity, professionalism and discretion in handling confidential client information.\n\nSelf-motivated, result-oriented and able to work both independently and collaboratively within a team.\n\nStrong organisational skills with the ability to manage multiple client relationships and priorities simultaneously.\n\nStrong sales and business development capabilities.\n\nHigh level of professionalism, integrity, and discretion.\n\nKey Performance Indicators:\nGrowth in AUM across assigned client portfolios and product lines.\n\nNumber of new client relationships originated and successfully onboarded.\n\nClient retention rate and reduction in churn.\n\nQuality and timeliness of CRM record-keeping and reporting.\n\nClient satisfaction, including timely resolution of queries and complaints.\n\n#RMB\n#Post\n#LI-TD1\nImportant Closing Date Note\nTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.\n16/10/26All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.","description_format":"text","description_chars":5422,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Commercial & Retail Banks","Investment Banking & M&A Advisory","Leasing, Auto & Equipment Finance"],"lifecycle":[{"event":"open","at":"2026-10-08T13:07:38Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":3,"expected_fill_days":11,"reasons":["conf:3","velocity","win:early"],"computed_at":"2026-10-12T06:55:09Z"},"pay":null,"html_url":"https://alion.io/job/firstrand-private-wealth-associate","json_url":"https://alion.io/job/firstrand-private-wealth-associate.json","meta":{"generated_at":"2026-10-12T13:29:22Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":21105,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4436},"rest":"https://alion.io/mcp/rest/get_company?id=4436"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffirstrand-private-wealth-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffirstrand-private-wealth-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffirstrand-private-wealth-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/firstrand-private-wealth-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffirstrand-private-wealth-associate"}]}