Primera Africa Finance Group is a financial services firm that provides a range of services to clients across the African continent. Our goal is to provide bespoke financial solutions, in the most professional and efficient manner to meet our clients' individual needs.
Such ambition requires the ability to understand the various peculiar needs of our clie...
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The Wealth Manager will be responsible for mobilizing deposits, manage high-value client relationships, drive investment product sales, and support the bank’s liability growth strategy.
Requirements
Identify, prospect, and onboard High Net-worth Individuals (HNIs), corporates, and institutional clients for deposit mobilization.
Promote and structure Fixed Deposit, Savings, and Investment products in line with bank pricing and risk guidelines.
Maintain strong, professional client relationships through regular engagement and portfolio reviews.
Prepare and present investment proposals, indicative offers, and term sheets to clients.
Track market interest rates and competitor offerings to support pricing decisions.
Ensure proper documentation, KYC compliance, and adherence to internal credit and risk policies.
Achieve monthly and quarterly liability mobilization targets.
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