Wealth Manager at Advancly

About the Role

• We are looking for a results-driven, articulate, and strategic Wealth Manager to join our dynamic team. In this role, you will be responsible for managing and expanding our investor base, executing effective investment strategies, and facilitating deposit mobilization efforts from institutional and high-net-worth individuals (HNWIs).
• The ideal candidate is experienced in investor relations or private wealth management and has a strong track record of building lasting investor relationships within the financial sector.

Key Responsibilities

• Source and acquire new investors through proactive outreach, networking, and relationship-building activities.
• Drive deposit mobilization.
• Build and manage a robust pipeline of individual and institutional investors.
• Develop and present customized investment proposals and pitch materials.
• Foster long-term relationships with current investors by providing updates, reports, and investment insights.
• Partner with the marketing team to create impactful investor engagement strategies.
• Conduct market research to identify investment trends and new funding opportunities.
• Coordinate investor communications, including newsletters, financial updates, and events.
• Ensure full compliance with relevant regulations, reporting standards, and internal policies.
• Maintain accurate and up-to-date investor records and CRM data.
• Provide regular performance and activity reports to leadership.

Requirements

• Bachelor’s Degree in Finance, Economics, Business Administration, or a related field (Master’s degree is an advantage).
• Minimum of 4 years of experience in wealth management, investor relations, or business development within the financial sector.
• Demonstrated success in deposit mobilization or investor acquisition.
• Excellent communication, negotiation, and interpersonal skills.
• Strong organizational and project management abilities.
• Sound understanding of investment products, financial markets, and regulatory frameworks.
• Tech-savvy and comfortable working in a fully remote environment.

What We Offer

• Salary: N800,000 - N1,000,000 / month.
• Hybridwork
• Performance-based bonus
• ICT allowance
• HMO health insurance
• 13th-month salary
• Group Life Insurance.