Relationship Manager

Wahed Invest
Abuja
Workplace: HybridFull timeFunction: Customer Success & Account ManagementExperience: 4+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Relationship-building","Interpersonal skills","Organizational skills"]

Own a client-facing relationship management role within a fintech focused on ethical, interest-free investing. Build trusted partnerships with prospective and existing clients, uncover financial goals and risk profiles, and guide clients through wealth planning and investment onboarding. Generate your own leads and convert those provided by Wahed, present at conferences and community events, and ensure all recommendations meet suitability, KYC, and AML requirements.

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Wahed Invest
Wahed Invest
1 week ago

Relationship Manager

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Last checked: 26 minutes agoStatus: Live

Job Summary

Own a client-facing relationship management role within a fintech focused on ethical, interest-free investing. Build trusted partnerships with prospective and existing clients, uncover financial goals and risk profiles, and guide clients through wealth planning and investment onboarding. Generate your own leads and convert those provided by Wahed, present at conferences and community events, and ensure all recommendations meet suitability, KYC, and AML requirements.
Location: Abuja
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and maintain trusted, long-term relationships with prospective and existing clients.
  • •Meet with clients to understand financial circumstances, investment goals, time horizons, and risk appetite.
  • •Explain Wahed investment products, portfolios, fees, and risks clearly, guiding clients toward suitable solutions within regulatory permissions.
  • •Support clients through onboarding, funding, and investment process, conducting regular portfolio reviews.
  • •Generate new leads and engage/confer with leads provided by Wahed; represent Wahed at conferences, seminars, webinars, and community events while maintaining KYC/AML/suitability compliance and accurate client records.

Key Requirements

  • •At least 4 years of relevant experience in relationship management, wealth management, financial planning, investment advisory, private banking, or a related financial-services role.
  • •Experience building relationships with retail, affluent, or high-net-worth clients.
  • •Ability to generate leads, convert prospective clients, and develop a client portfolio.
  • •Good knowledge of investments, including mutual funds, ETFs, equities, fixed income, and diversified portfolios.
  • •Relevant financial advisory, wealth management, or financial planning qualification or licence required by the applicable local regulator (plus willingness to understand ethical and Shariah-compliant investing).
Experience:4+ yearsFintechWealth managementFinancial planningInvestment advisoryPrivate banking
Education:Bachelor's in Finance, economics, business, commerce (preferred)
Skills:CommunicationPresentationRelationship-buildingInterpersonal skillsOrganizational skills

Company Brief

Wahed Invest
Provides a Shariah-compliant robo-advisory platform offering halal investment portfolios, automated investing, and financial planning tools for Muslim and ethical investors across multiple markets.
Industry: Wealth Management
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Headquarters: New York, United States
Founded: 2015
WebsiteLinkedIn