Wealth Manager / Deposit Mobilization Officer at AMS Finance & Management

Role Summary

• Drive acquisition and retention of fixed deposit and high-quality retail deposit. funds.
• Build and manage a portfolio of clients, advise on term deposit solutions, and achieve net-new deposit targets while ensuring compliance and excellent client service.

Key Responsibilities

• Source and onboard retail and high-net-worth clients for fixed-term deposits and savings products.
• Advise clients on deposit tenors, rates, yield optimization and rollover strategies.
• Meet monthly / quarterly net-new deposit and client acquisition targets.
• Manage client portfolio, deliver personalized service and conduct periodic portfolio reviews.
• Cross-sell complementary products (savings, premium accounts, basic investment solutions).
• Liaise with treasury, operations and compliance for timely execution and accurate documentation.
• Maintain CRM with activities, leads and pipeline; provide market / competitor intel.
• Ensure strict adherence to KYC / AML and suitability policies.

Requirements

• Bachelor’s Degree in Finance, Economics, Business or related field.
• 3–7 years of experience in retail / wealth / deposit mobilization, preferably with fixed - deposit sales to retail / HNW clients.
• Strong relationship management, consultative selling and commercial awareness.
• Proven track record of meeting deposit targets.
• Excellent communication, negotiation and presentation skills.
• Proficiency with CRM and MS Office; professional discretion and ethics.

What We Offer

• Competitive salary plus mobilization bonuses and performance-based incentives.
• Client servicing support, training and career progression opportunities.
• Allowances and benefits per company policy.