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 Qualifications

• 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.