Sales Associate - HNI Banking

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📍 Lagos, NigeriaFull time
Financial Services

About this role

Our client is a dynamic, financial services institution offering a wide range of financial products and services to professionals and entrepreneurs across all sectors.

Job Summary
The Sales Associate – HNI Banking is responsible for acquiring and managing high net-worth individual (HNI) clients by offering tailored financial solutions. The role focuses on deepening client relationships, driving portfolio growth, and delivering exceptional, personalized banking services.

Key Responsibilities
  • Identify and acquire high-net-worth clients through networking and referrals.
  • Promote a range of wealth management and banking products tailored to HNI needs.
  • Build and maintain strong, long-term client relationships.
  • Manage client portfolios to drive deposits, investments, and revenue growth.
  • Understand clients’ financial goals and provide customized solutions.
  • Achieve assigned sales, revenue, and portfolio growth targets.
  • Ensure a high level of service delivery and client satisfaction.
  • Monitor market trends and provide insights to clients.
  • Ensure compliance with all regulatory and internal policies.


Requirements

  • Bachelor’s degree in Finance, Business Administration, Economics, or related field.
  • Minimum of 5 years’ experience in banking, with exposure to HNI/wealth management
  • Proven track record in sales, portfolio growth, or client acquisition
  • Strong understanding of investment and banking products
  • Relevant professional certifications (e.g., CIS, CFA, or equivalent) are an advantage.





Frequently Asked Questions

Is the salary disclosed for the Sales Associate - HNI Banking position at alanandgrant?
The salary for this Sales Associate - HNI Banking role at alanandgrant is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Sales Associate - HNI Banking position at alanandgrant located?
This Sales Associate - HNI Banking role at alanandgrant is based in Lagos, Nigeria. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Sales Associate - HNI Banking role at alanandgrant full-time or part-time?
This is listed as a Full time position. It is posted as a Sales Associate - HNI Banking role at alanandgrant.
How do I apply for the Sales Associate - HNI Banking position at alanandgrant?
Click the "Apply Now" button on this page. You will be redirected to alanandgrant's official application portal hosted on zohorecruit where you can submit your application directly.
When was the Sales Associate - HNI Banking job at alanandgrant posted?
This Sales Associate - HNI Banking position at alanandgrant was posted on Jun 23, 2026. Apply as soon as possible — early applications are often reviewed first.
Sales Associate - HNI Banking
alanandgrant
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