Wealth Manager at CredPal

About the job

• We are seeking a strategic and results-driven Mid- Senior Wealth Manager to lead CredPal’s wealth and investment initiatives.
• This role will focus heavily on deposit mobilization, driving customer acquisition, retention, and deepening relationships with high-value clients to grow the company’s investment portfolio.
• The ideal candidate will combine financial expertise with exceptional leadership skills to scale CredPal’s wealth products and deliver sustainable revenue growth.

Key Responsibilities

• Deposit Mobilization: Drive aggressive mobilization of deposits from retail, SME, and institutional clients to fund CredPal’s lending and investment activities.
• Product Strategy: Optimization of wealth management and investment products.
• Client Acquisition & Retention: Develop and execute strategies to acquire new high-net-worth clients and institutional investors while retaining and expanding existing relationships.
• Relationship Management: Build and manage strong relationships with clients, financial institutions, and strategic partners.
• Market Research: Monitor financial market trends and competitor offerings to position CredPal’s wealth solutions competitively.
• Risk Management: Ensure compliance with regulatory requirements and internal risk policies in all wealth and investment activities.
• Revenue Growth: Develop strategies to grow assets under management (AUM) and increase recurring investment income.
• Performance Tracking: Monitor KPIs, analyze performance data, and report progress to senior leadership.
• Collaboration: Work closely with marketing, credit, and product teams to ensure wealth solutions meet customer needs and align with CredPal’s overall business objectives.

Qualifications & Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or related field (MBA or relevant professional certification such as CFA is a plus).
• Minimum 3 years experience in wealth management, fixed deposit mobilization, investment banking, or high-value client relationship management.
• Proven track record in achieving deposit mobilization and investment portfolio growth targets.
• Strong understanding of investment products, wealth advisory, and financial markets.
• Excellent leadership and people management skills.
• Strong negotiation, networking, and client relationship-building abilities.
• Proficiency in Microsoft Office Suite, CRM tools, and financial analytics software.
• High ethical standards and commitment to compliance and fiduciary responsibilities.

KPIs

• Monthly deposit mobilization target achievement.
• Growth in Assets Under Management (AUM).
• Number of high-value clients acquired and retained.
• Wealth product revenue growth.
• Client satisfaction and retention rate.