Deposit Mobilizer at Prospera Finance

Job Summary

• The Wealth Manager is responsible for supporting the growth of the company’s wealth management portfolio through client acquisition, relationship management, and investment advisory support.
• The role focuses on mobilizing funds, managing client relationships, and contributing to revenue growth, with amonthly target of ₦1000 millionin assets under management or inflows.

Key Responsibilities

• Actively source, prospect, and onboard new high-net-worth and retail clients.
• Market and sell the company’s wealth management and investment products.
• Achieve aminimum monthly inflow target of ₦100 million.
• Participate in field marketing, client meetings, referrals, and networking activities.

Client Relationship Management:

• Build and maintain strong, long-term relationships with clients.
• Serve as a primary point of contact for assigned clients.
• Understand clients’ financial goals and recommend suitable investment solutions.
• Provide regular updates on investment performance and market opportunities.

Investment Support:

• Support Senior Wealth Managers in portfolio structuring and client advisory services.
• Assist in preparing investment proposals, presentations, and reports.
• Ensure proper documentation, KYC, and compliance requirements are met.

Reporting & Compliance:

• Maintain accurate records of client interactions, inflows, and portfolio details.
• Submit weekly and monthly sales and performance reports.
• Ensure all activities comply with internal policies and regulatory guidelines.

Collaboration & Professional Development:

• Work closely with internal teams such as operations, compliance, and finance.
• Participate in training sessions to improve product knowledge and sales skills.
• Stay informed on market trends, investment products, and competitor activities.

Key Performance Indicators (KPIs):

• Achievement of ₦100 million monthly inflow target.
• Number of new clients onboarded.
• Client retention and satisfaction levels.
• Accuracy and timeliness of reports and documentation.

Qualifications & Requirements Education

• Bachelor’s degree in Finance, Economics, Business Administration, Accounting, or a related field.

Experience:

• 1–3 years of experience in sales, banking, investment, or wealth management (preferred).
• Proven ability to meet or exceed financial targets is an advantage.

Skills & Competencies:

• Strong sales, negotiation, and relationship management skills.
• Good understanding of investment products and financial markets.
• Excellent communication and presentation skills.
• Self-motivated, target-driven, and results-oriented.
• Ability to work independently in a hybrid and field-based environment.

Work Structure (Hybrid):

• A combination of office-based work, client meetings, and field marketing.
• Flexible work arrangement based on performance and business needs.

Code of Conduct:

• The Wealth Manager is expected to uphold the highest standards of professionalism, integrity, confidentiality, and compliance with all company policies and regulatory requirements.