Opportunity at
DeloitteTeam Lead, Private Wealth Management
This full-time, on-site Team Lead role for Private Wealth Management in Lagos oversees tailored wealth solutions for high-net-worth clients. The lead covers portfolio construction, estate planning,…
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About This Role
This full-time, on-site Team Lead role for Private Wealth Management in Lagos oversees tailored wealth solutions for high-net-worth clients. The lead covers portfolio construction, estate planning, tax optimization and alternative investments, reviews client portfolios against goals and risk tolerance, and leads onboarding. The role also includes growing the private wealth client base and assets under management.
Job Description
This full-time, on-site Team Lead role for Private Wealth Management in Lagos oversees tailored wealth solutions for high-net-worth clients. The lead covers portfolio construction, estate planning, tax optimization and alternative investments, reviews client portfolios against goals and risk tolerance, and leads onboarding. The role also includes growing the private wealth client base and assets under management.
Responsibilities
- Oversee tailored wealth solutions including portfolio construction and estate planning
- Review client portfolios against financial goals, risk tolerance and market conditions
- Serve as primary contact for high-net-worth clients and lead onboarding
- Identify new business opportunities to expand the client base and assets under management
Core Skills
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Where is this role located?
The posting lists Lagos with an on-site working arrangement.
Which services does the role cover?
The role covers portfolio construction, estate planning, tax optimization, insurance, philanthropy and succession planning advice.
Is a salary stated?
The posting does not specify a salary.
Sample Interview Questions
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