Wealth Manager at Domeo Resources International (DRI)

Role Overview

This role is primarily responsible for driving liability generation for the institution, building and managing strategic relationships for investors and serving as the single point of contact for new business as well existing portfolios.

They offer competitive compensation packages, health benefits, and a supportive work culture that values creativity, innovation and professional development. If you are zealous about joining an innovative team and managing a portfolio liability generation for the institution, we look forward to your application.

Objectives of this role

• Developing and implementing strategic marketing plans that align with the company\'s business objectives and target audience in the target audience market.
• Driving liability generation for the institution, building and managing strategic relationships for investors and serving as the single point of contact for new business as well existing portfolios.
• Managing marketing budgets and optimising marketing spends to achieve maximum ROI.
• Fostering relationships with key business partners and stakeholders to maximise marketing reach and impact.
• Collaborating with the Business Development Team, including product development, sales and operations to ensure a seamless alignment and the execution of marketing initiatives.
• Acting as a brand ambassador, representing the company\'s values and maintaining consistent brand identity with investors and potential investors.

Tasks

• Develop and implement a business development plan to improve assets, retention of financial investment and manage withdrawal attrition.
• Develop and implement a business plan for identified target markets with identified volumes to drive high volumes of new deposits to the company
• Source new HNI clients, Corporate Businesses and persuade them to make financial investments.
• Create and enhance new methods for rewarding investors with interest on all investments.
• Develop and maintain relationships with corporate clients and individual depositors.
• Innovate and develop attractive value-added deposit products together with the Business Development team to achieve the overall deposit targets.
• Optimise multi-channel marketing efforts to reach target audiences effectively.
• Curate pricing strategies that maximise profitability while remaining competitive in the marketplace.
• Lead strategic partnerships and collaborations with corporate organizations.
• Develop and maintain relationships with corporate, private individual and HNI clients
• Meet assigned targets and quota in wealth creation and other assigned tasks
• Develop Strong referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas.
• Go the “extra mile” to build trust relationships, customer loyalty and satisfaction throughout the underwriting process.
• Operate in compliance with laws and regulations and adhere to lending compliance guidelines.
• Source appropriately priced and structured liabilities for the company from retail and institutional sources.
• Ensure due diligence is always enforced to meet the requirements of the regulator and also protect the interest of both the investors and the organization.
• Meet assigned targets and quota in wealth creation and other assigned tasks.

Required skills and qualifications

• A bachelor\'s degree in business administration, marketing or an equivalent field with 3 -5 years’ experience in liability generation
• Proven track record of developing, managing and executing wide-ranging marketing campaigns.
• Deep understanding of the public sector and finance market dynamics.
• Proficiency in public relations, business development strategies, customer experience enrichment, analytics and data-led marketing.
• Excellent leadership and team management skills, with the ability to inspire, mentor and develop marketing professionals.
• Proven knowledge and experience selling investment products
• Relevant experience in a Finance House, Asset Management Firm, Microfinance or commercial bank is non-negotiable 
• Possess excellent communication and presentation skills, with a basic level of sophistication in personal interaction and grooming.
• Target and results oriented and willing to take responsibilities
• Good written and oral communication.
• Ability to initiate and pursue projects approved by management on his initiative.
• Confident personality with good analytical and problem-solving skills.
• Exceptional communication and interpersonal skills to collaborate with cross-functional teams, senior executives and external stakeholders.
• Strong analytical and problem-solving abilities, with the capacity to leverage data and insights for informed decision-making.
• Attention to detail.

Preferred skills and qualifications

• Familiarity with marketing automation tools, customer relationship management (CRM) systems and analytics platforms.
• Experience in scaling marketing operations and expanding into new markets.
• Knowledge of regulatory requirements and legal considerations related to marketing activities in Nigeria. 
• Understanding of data privacy and protection regulations and their implications for marketing practices.