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  • Posted: Oct 24, 2024
    Deadline: Nov 21, 2024
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  • Koins Microfinance Bank Limited is a fully licensed technology and impact-driven microfinance bank that focuses on driving financial inclusion. Loans / Savings/ Investments.
    Read more about this company

     

    Senior Wealth Manager

    Responsibilities

    • Drive deposit mobilization efforts with a monthly target of a minimum of ₦500 million.
    • Develop and implement strategies to generate business leads and secure new opportunities, particularly in the High Net-Worth (HNI) segment.
    • Build and maintain long-term relationships with HNI clients, offering tailored financial solutions to meet their needs.
    • Manage client-related issues effectively, providing timely and appropriate solutions.
    • Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
    • Utilize in-depth market knowledge to offer informed advice and promote Koins Bank’s wealth management products.
    • Present comprehensive product information to clients, ensuring a sophisticated and professional level of communication.
    • Demonstrate exceptional strategic thinking and planning abilities to meet business objectives.
    • Monitor market trends and competitor activities to identify growth opportunities.
    • Ensure adherence to all regulatory and compliance standards while managing client portfolios.

    Qualifications
    Academics Qualifications (Minimum):

    • Bachelor's Degree in Finance, Business Administration, or a related field.
    • Certifications in Wealth Management or relevant financial services (e.g., CFA, CISI) are an added advantage.

    Requirements:

    • At least 5 years of experience in a senior deposit mobilization role, with a focus on HNI clients.
    • Proven and verifiable track record of performance in wealth management or deposit mobilization.
    • Strong communication and presentation skills with a professional demeanor.
    • Excellent relationship and people management skills, with the ability to handle complex client issues.

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified candidates should send their CV to: careers@koinsbank.com using the Job Title as subject of the mail.

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