Wealth Management Specialist

• 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.

Academic qualifications and certifications:

• Bachelor’s degree in finance, Economics, Business Administration, or related fields. A Master’s degree, MBA, or professional certifications (CFA, CIFA, CISI) preferred.

Key Technical Skills & Leadership Competencies:

• Client Advisory Excellence : Proven ability to deliver personalized solutions that reflect a deep understanding of client needs.

• Market and Product Expertise : Extensive knowledge of global and regional financial markets and wealth management products.

• Collaboration and Leadership : Strong interpersonal skills to work effectively with Universal RMs and other internal stakeholders.

• Business Acumen : Track record of growing AUM and generating revenue through strategic business development.

• Training and Mentorship : Ability to enhance the skills and capabilities of Universal RMs through effective training and support.

• Professional Integrity: Commitment to maintaining the highest standards of discretion, compliance, and ethical conduct

Business Development and Origination - Develop and execute strategies to originate new wealth management clients independently.

• Client Advisory and Relationship Management - Provide comprehensive advisory services, including portfolio management, tax optimization, succession planning, and philanthropic structuring.

• Supporting Universal RMs Across the Branch Network - Partner with Universal RMs to identify and develop wealth management opportunities within their client base

• Capacity Building and Training - Enhance the technical capabilities of Universal RMs by delivering structured learning programs on private wealth solutions and global best practices.

• Product and Market Expertise - Collaborate with product teams to ensure offerings are competitive, innovative, and tailored to the unique needs of clients in Sub-Saharan Africa.

• Compliance and Execution - Ensure all client engagements and transactions adhere to EIB’s compliance standards and regulatory requirements.