Wealth Manager at CredPal

Purpose Statement

We are looking to hire a Wealth Manager to mobilize fixed deposit investments for the company and monitor and execute action plans in achieving the overall deposit target allocated. 

Key Deliverables: 

• To drive the fixed deposit mobilization arm of the business.

• Responsible for sales and marketing of deposits. 

• Managing the growth of assigned high depositors.

• Improve the deposit mobilization and retention of deposits and also manage withdrawal attrition.

• Develop and maintain relationships with corporate clients and individual depositors.

• Innovate and develop attractive value-added deposit products together with Business Development to achieve the overall deposit targets.

• Source appropriately priced and structured deposit liabilities for the company from retail and institutional sources.

• Cultivate new clientele on an ongoing basis.

• Meet assigned sales targets and quotas.

• Participate in creating new and better marketing based on field experience.

• Ensure that due diligence is always enforced to meet the requirements of the regulator and also protect the interest of both the depositors and the organization.

Preferred Qualification:

• Bachelor's Degree in Marketing, business administration, or a related field.

• Relevant training & certifications. 

• 3-5 years of experience as a deposit mobilizer for a financial institution.

Preferred Requirements:

• Proven track record of being successfully involved in Fund Mobilization/Wealth Management.

• Excellent written and verbal communication skills.

• Excellent teamwork skills.

• Proven ability to influence cross-functional teams.

• Negotiation Skills.