Job Description
Wahed Invest, a New York-based Shariah-compliant fintech company, is expanding operations in Nigeria and seeking a full-time, hybrid Relationship Manager based in Abuja.
**Role Overview**
As the primary client-facing advisor, you will build and sustain long-term client partnerships while managing the complete lifecycle from onboarding through portfolio reviews.
**Key Responsibilities**
- Conduct comprehensive financial assessments with prospective and existing clients to understand circumstances, goals, and risk tolerance
- Present and tailor Wahed's range of Shariah-compliant investment products (mutual funds, ETFs, equities, fixed income, diversified portfolios) to client profiles and local regulatory requirements
- Support clients through onboarding, funding, and periodic portfolio reviews
- Generate new business through personal networks, referrals, community partnerships, and proactive outreach
- Represent Wahed at industry events and deliver educational presentations on ethical, Shariah-compliant investing
- Collaborate with marketing on client events, campaigns, and lead-generation initiatives
- Maintain accurate client records and reporting on leads, meetings, conversions, and assets under management
- Ensure all client interactions comply with suitability standards, KYC requirements, and AML regulations
**Requirements**
- Minimum 4 years of experience in relationship management, wealth management, financial planning, investment advisory, or related financial services
- Proven track record building relationships with retail, affluent, and high-net-worth clients; demonstrated success in lead generation and portfolio growth
- Knowledge of investment instruments (mutual funds, ETFs, equities, fixed income) and portfolio construction principles
- Current financial advisory licence as required by Nigerian regulators
- Understanding of ethical and Shariah-compliant investing principles; willingness to develop this knowledge
- Strong communication, presentation, and relationship-building skills with client-first mindset
- Bachelor's degree in finance, economics, business, or related field preferred