Senior Wealth Manager (Digital Investment Solutions Company) at iRecruiters Africa Limited

Job Summary:

• The company is looking to hire a Senior Wealth Manager who will be responsible for building and maintaining strong relationships with potential investors, identifying new funding opportunities, and effectively communicating the benefits of our investment product.
• S/he will be responsible for raising capital from various sources to fuel the growth of our investment venture while exceeding investment portfolio targets.

Key Responsibilities:

• Managing Investments.
• Identifying target markets with identified volumes to drive high volumes of new funds to the Company.
• Leading a team to develop and implement business plans to improve the deposit mobilization and retention of deposits and also manage withdrawal attrition.
• Overseeing the development of innovative savings products in line with customer needs.
• Managing the existing investment product and existing customers.
• Developing and maintaining relationships with corporate clients and individual depositors.
• Building new relationships with existing customers and new customers.
• Advising clients on funds status.
• Identifying any factors that are hindering performance or that put it at risk and propose remedies.
• Driving the deposit mobilization arm of the business by the mobilization of funds from private sector entities, individuals, and corporate agencies.
• Meet assigned targets and quotas.

Requirements

• Bachelor's degree in Marketing, Finance, Business Administration, Economics, or related field.
• Experience in the financial services/FinTech industry or related investment sectors.
• Proven track record in fundraising and mobilizing funds for investment products, startups, or financial ventures, with 5-7 years of relevant experience.
• Experience mobilizing investments exceeding portfolio targets is highly desirable.
• Extensive experience in building and maintaining relationships with investors, with a strong network of potential investors.
• Deep understanding of investment strategies, financial markets, and investment trends.
• Excellent communication and presentation skills, with the ability to articulate complex financial concepts to diverse audiences.
• Strong negotiation and persuasion skills to close investment deals successfully.
• Results-oriented mindset with the ability to meet and exceed fundraising targets.
• Highly self-motivated and able to work independently, as well as part of a collaborative team.
• Familiarity with regulatory frameworks related to fundraising and investment.
• High level of integrity and ethical conduct in handling investor relationships and sensitive financial information.