Parthian Capital Ltd - Relationship Manager

Job Summary

The Relationship Manager is responsible for acquiring, managing, and growing relationships with individual, corporate, institutional, and high-net-worth (HNI) clients by providing investment advisory and wealth management solutions that align with clients' financial objectives and risk profiles. The role focuses on driving Assets Under Management (AUM), revenue generation, client retention, and exceptional service delivery while ensuring compliance with the Investments and Securities Act (ISA) 2025, Securities and Exchange Commission (SEC) Rules and Regulations, Capital Market regulations, Anti-Money Laundering/Combating the Financing of Terrorism (AML/CFT) requirements, Know Your Customer (KYC) standards, and other applicable regulatory requirements.

Job Details

Key Responsibilities

1. Business Development & Client Acquisition

Identify, prospect, and acquire new individual, corporate, institutional, and high-net-worth clients in line with business growth objectives.
Develop and execute client acquisition strategies to increase Assets Under Management (AUM), revenue, and market share.
Build and maintain a healthy sales pipeline through referrals, networking, market intelligence, and relationship-building initiatives.
Promote the Company's investment products including mutual funds, discretionary portfolio management, fixed income investments, money market funds, structured investments, and alternative investment products.
Achieve assigned sales, revenue, and portfolio growth targets.

2. Relationship Management & Client Retention

Build trusted long-term relationships with clients by understanding their financial goals, investment objectives, and risk tolerance.
Serve as the primary relationship contact throughout the client lifecycle.
Conduct regular portfolio review meetings and investment advisory sessions.
Respond promptly to client enquiries, requests, and complaints while ensuring high service standards.
Develop client retention strategies that improve customer satisfaction and increase wallet share.

3. Investment Advisory & Wealth Management

Conduct financial needs analysis and recommend suitable investment solutions based on clients' objectives and investment profiles.
Explain investment products, market opportunities, risks, and expected returns to clients.
Support clients in developing diversified investment portfolios aligned with approved investment strategies.
Collaborate with the Investment Management team to deliver customized investment recommendations.
Monitor clients' investment portfolios and recommend adjustments based on changing market conditions or client circumstances.

4. Portfolio Growth & Revenue Generation

Grow Assets Under Management (AUM) through new investments and additional client contributions.
Identify opportunities for cross-selling and up-selling investment products and services.
Monitor portfolio performance and proactively identify opportunities to deepen client relationships.
Ensure achievement of individual revenue, profitability, and client acquisition targets.
Maintain accurate sales forecasts and pipeline reports.

5. Regulatory Compliance & Client Due Diligence

Ensure full compliance with the Investments and Securities Act (ISA) 2025, SEC Rules, AML/CFT regulations, KYC requirements, and internal compliance policies.
Complete all client onboarding documentation accurately and within established timelines.
Ensure client records remain complete, current, and compliant with regulatory requirements.
Identify and escalate suspicious transactions or compliance concerns in accordance with internal policies.
Participate in regulatory audits and compliance reviews as required.

6. Client Onboarding & Account Administration

Coordinate the end-to-end onboarding process for new clients.
Facilitate account opening, investment documentation, mandate completion, and investment instructions.
Work closely with Operations and Compliance teams to ensure timely activation of client accounts.
Monitor account documentation and ensure periodic updates where required.
Ensure seamless execution of investment transactions and client instructions.

7. Market Intelligence & Business Development

Monitor economic trends, capital market developments, investment products, and competitor activities.
Identify emerging client needs and recommend innovative investment solutions.
Gather market intelligence to support product development and business growth initiatives.
Represent the Company at business forums, networking events, investment seminars, and industry conferences.
Maintain knowledge of evolving capital market regulations and investment products.

8. Collaboration & Internal Coordination

Work closely with Investment Management, Operations, Finance, Compliance, and Risk teams to ensure seamless service delivery.
Coordinate with Fund Managers to obtain market updates and portfolio performance information.
Liaise with Operations to resolve transaction and client service issues promptly.
Support product launches, investment campaigns, and marketing initiatives.
Ensure effective communication between clients and internal stakeholders.

9. Reporting & Performance Management

Prepare periodic sales, pipeline, portfolio growth, and client activity reports.
Maintain accurate CRM records and client interaction history.
Monitor key relationship management metrics including AUM growth, revenue generation, client retention, and cross-selling performance.
Provide regular business updates to Management.
Track progress against assigned KPIs and sales targets.

Requirements

Requirements: Knowledge, Skills, and Abilities

Knowledge

Bachelor's Degree in Finance, Economics, Business Administration, Accounting, Marketing, Banking, or a related discipline.
Professional certifications such as CIS, CFA, ACCA, ACA, CIBN, or CFP are an added advantage.
Minimum of 5 - 8 years' experience in asset management, investment advisory, private wealth management, relationship management, commercial banking, or capital markets.
Good knowledge of Investments and Securities Act (ISA) 2025 , SEC Rules and Regulations , Nigerian Capital Market operations , Collective Investment Schemes (CIS).
- Mutual Funds and Portfolio Management.
- Fixed Income, Equities, Money Market Instruments, and Alternative Investments.
- AML/CFT regulations and KYC requirements.
- Customer Due Diligence (CDD).
- Financial Markets and Investment Products.

Skills

Investment advisory and financial planning.
Wealth management and portfolio advisory.
Relationship management, business development, and consultative selling skills.
Clear client communication and financial reporting/presentation skills.
CRM and pipeline management proficiency.
Negotiation and complaints-resolution skills.

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Abilities

Ability to build, manage, and sustain long-term client relationships.
Ability to identify investment opportunities that align with clients' financial goals and risk profiles.
Ability to consistently achieve revenue, AUM, and business development targets.
Ability to interpret financial market trends and communicate investment strategies effectively to clients.
Ability to work collaboratively across Investment, Operations, Compliance, and Finance teams to deliver exceptional client service.

Benefits

Employee Value Proposition (EVP)
•    Competitive Compensation & Benefits – We offer attractive remuneration packages that reward performance.
•    Career Development – Access to mentorship, training programs, and growth opportunities.
•    Inclusive & Diverse Workplace – We embrace diversity and promote an inclusive culture.
•    Innovative Work Environment – Work on cutting-edge projects that shape the financial landscape.
Non-Financial Perks – At Parthian, we understand that a fulfilling work experience goes beyond monetary compensation. We offer:
•    Quality Healthcare – Comprehensive medical insurance to ensure the well-being of our employees and their families.
•    Progressive Parental Leave Policies – Generous maternity and paternity leave to support employees in their journey as parents.
•    Wellness Programs – Initiatives that focus on mental and physical well-being, including gym memberships, wellness workshops, and stress management sessions.

About Company

Parthian Partners Limited

https://parthianpartnersng.com/

Parthian Partners is a leading Nigerian financial services provider, licensed by the Securities and Exchange Commission (SEC) and established in 2012. We leverage technology and expertise to empower a diverse clientele across the financial landscape. Our core strength lies in providing a comprehensive suite of inter-dealer brokerage and investment banking solutions. This includes fixed income, structured finance, equities, mergers & acquisitions advisory, corporate finance advisory, and financial integration.