Wealth Management Specialist

Key Responsibilities

• Supporting Universal RMs Across the Branch Network
• Partner with Universal RMs to identify and develop wealth management opportunities within their client base.
• Act as a trusted resource for private wealth expertise, providing advisory support during client engagements.
• Build the capacity of Universal RMs through continuous training, workshops, and on-the-job coaching in private wealth management strategies.
• Client Advisory and Relationship Management
• Serve as the primary wealth management expert for clients requiring bespoke financial solutions.
• Provide comprehensive advisory services, including portfolio management, tax optimization, succession planning, and philanthropic structuring.
• Cultivate long-term, trust-based relationships with HNWIs, UHNWIs, and family offices across the Equity Group footprint.
• Business Development and Origination
• Develop and execute strategies to originate new wealth management clients independently.
• Identify opportunities to expand EIB’s wealth management footprint within and beyond the existing client base.
• Build a pipeline of prospects by leveraging market intelligence and personal networks.
• Capacity Building and Training
• Enhance the technical capabilities of Universal RMs by delivering structured learning programs on private wealth solutions and global best practices.
• Align training initiatives with EIB’s strategic objectives to ensure the delivery of seamless, client centric wealth management services.
• Product and Market Expertise
• Maintain a deep understanding of financial markets, investment products, and client preferences.
• Collaborate with product teams to ensure offerings are competitive, innovative, and tailored to the unique needs of clients in Sub-Saharan Africa.
• Stay informed on global and regional economic trends to proactively advise clients on emerging opportunities.6. Compliance and Execution
• Ensure all client engagements and transactions adhere to EIB’s compliance standards and 
• regulatory requirements.
• Lead the execution of wealth management transactions, working collaboratively with internal 
• teams to deliver flawless service.

  Qualifications

• Bachelor’s degree in finance, Economics, Business Administration, or related fields. A Master’s degree, MBA, or professional certifications (CFA, CIFA, CISI) preferred.
• Minimum of 7–10 years of experience in wealth management, private banking, or financial advisory roles, ideally with regional or international exposure.
• Demonstrable success in originating and managing relationships with HNWIs and UHNWIs.
• Strong understanding of financial planning, portfolio management, and investment advisory services