Wealth Manager (Fixed Deposit Mobilization)

Location: Lagos

Purpose Statement

• We are seeking a highly motivated and client-focused Wealth Manager with a proven track record in deposit mobilization and a strong movable portfolio of high-net-worth and affluent clients.
• The ideal candidate will be responsible for acquiring and managing client relationships, growing the organization's investment and savings portfolio, providing tailored wealth management solutions, and driving sustainable revenue through strategic financial advisory services.

Responsibilities

• Stay up to date with market trends and provide clients with relevant insights and updates on investment opportunities.
• Provide regular reports on performance, pipeline, and client feedback to leadership.
• Ensure compliance with internal policies and regulatory requirements in all investment and deposit-related activities.
• Conduct presentations, one-on-one consultations, and financial education sessions to grow client engagement.
• Conduct regular financial reviews with clients to track progress and ensure their goals are being met.
• Source and manage a portfolio of high-net-worth individuals and institutional clients for deposit and investment products.
• Maintain strong relationships with clients to ensure repeat business, retention, and referrals.
• Drive deposit mobilization by promoting fixed deposit, and investment plans to existing and new clients.
• Monitor and track deposit targets, ensuring monthly and quarterly growth KPIs are achieved.
• Attend industry events, seminars, and conferences to build networks and enhance the visibility of CredPal's wealth management services.
• Conduct thorough financial needs assessments to recommend customized investment strategies.

Responsibilities

• Monitor and track deposit targets, ensuring monthly and quarterly growth KPIs are achieved.
• Conduct regular financial reviews with clients to track progress and ensure their goals are being met.
• Conduct thorough financial needs assessments to recommend customized investment strategies.
• Maintain strong relationships with clients to ensure repeat business, retention, and referrals.
• Conduct presentations, one-on-one consultations, and financial education sessions to grow client engagement.
• Ensure compliance with internal policies and regulatory requirements in all investment and deposit-related activities.
• Drive deposit mobilization by promoting fixed deposit, and investment plans to existing and new clients.
• Provide regular reports on performance, pipeline, and client feedback to leadership.
• Source and manage a portfolio of high-net-worth individuals and institutional clients for deposit and investment products.
• Attend industry events, seminars, and conferences to build networks and enhance the visibility of CredPal's wealth management services.
• Stay up to date with market trends and provide clients with relevant insights and updates on investment opportunities.

Requirements & Qualifications

• Proven track record of consistently achieving deposit mobilization, sales, and revenue targets.
• High level of integrity, professionalism, and commitment to delivering exceptional client service.
• Minimum of 3 years' proven experience in fixed deposit mobilization, investment sales, wealth management, investment banking, or portfolio growth.
• Highly organized with strong time management skills and the ability to manage multiple client portfolios effectively.
• Excellent interpersonal, negotiation, and communication skills, with the ability to build long-term, trusted client relationships.
• Sound knowledge of financial products, investment markets, wealth creation strategies, and investor behavior.
• Demonstrated ability to mobilize deposits and manage a strong movable portfolio of affluent and high-net-worth clients.
• Self-motivated, target-driven, and capable of working independently with minimal supervision.
• Strong business development, relationship management, and client acquisition skills.
• Passion for helping clients achieve their financial goals through tailored investment and wealth management solutions.