Wealth Manager at Dunn & Braxton

Job Overview:

• Our client is seeking a highly motivated and client-focused Wealth Manager with a proven track record in deposit mobilization and a strong, transferable portfolio of high-net-worth and affluent clients..
• The ideal candidate will be responsible for acquiring and managing client relationships, growing the company's investment and savings portfolio, providing tailored wealth management solutions, and driving sustainable revenue through strategic financial advisory services. 

Key Responsibilities:

• Source and manage a portfolio of high-net-worth individuals, affluent clients, and institutional clients for deposit and investment products. 
• Drive deposit mobilization by promoting fixed deposits and investment plans to new and existing clients. 
• Conduct thorough financial needs assessments and recommend customized investment strategies. 
• Maintain strong client relationships to encourage repeat business, improve retention, and generate referrals. 
• Monitor deposit mobilization targets and ensure monthly and quarterly growth KPIs are achieved. 
• Conduct regular financial reviews with clients to track progress and ensure their financial goals are being met. 
• Stay updated on market trends and provide clients with relevant insights and updates on investment opportunities. 
• Conduct presentations, one-on-one consultations, and financial education sessions to improve client engagement. 
• Ensure compliance with internal policies and regulatory requirements in all investment and deposit-related activities. 
• Prepare regular reports on performance, sales pipeline, and client feedback for management. 
• Attend industry events, seminars, and conferences to build networks and increase awareness of the company's wealth management services. 

Requirements

Experience and Qualifications:

• Minimum of 3 years' proven experience in fixed deposit mobilization, investment sales, wealth management, investment banking, or portfolio growth. 
• Demonstrated ability to mobilize deposits and manage a strong, transferable portfolio of affluent and high-net-worth clients. 
• Sound knowledge of financial products, investment markets, wealth creation strategies, and investor behaviour. 
• Proven track record of consistently achieving deposit mobilization, sales, and revenue targets. 
• Strong business development, relationship management, and client acquisition skills. 
• Excellent interpersonal, negotiation, and communication skills, with the ability to build long-term, trusted client relationships. 
• Strong organizational and time management skills, with the ability to manage multiple client portfolios effectively. 
• Self-motivated, target-driven, and capable of working independently with minimal supervision. 
• High level of integrity, professionalism, and commitment to exceptional client service. 
• Passion for helping clients achieve their financial goals through tailored investment and wealth management solutions. 

The Client Is Looking for Someone Who:

• Has a proven ability to mobilize deposits and grow investment portfolios. 
• Maintains strong relationships with high-net-worth individuals, affluent clients, and institutional customers. 
• Can convert existing networks and new business opportunities into sustainable deposit growth and revenue. 
• Demonstrates strong financial advisory, negotiation, and relationship management skills. 
• Is commercially minded, target-driven, proactive, and committed to delivering excellent client experiences. 
• Understands the importance of compliance, professionalism, and long-term client trust. 
• Technical Skills Required 
• Deposit Mobilization and Fixed Deposit Sales 
• Wealth Management and Investment Sales 
• High-Net-Worth Client Relationship Management 
• Client Acquisition and Portfolio Growth 
• Financial Needs Assessment and Investment Advisory 
• Business Development and Lead Generation 
• Sales Pipeline and Revenue Management 
• Client Retention and Referral Development 
• Market Research and Investment Product Knowledge 
• Performance Reporting and KPI Tracking 
• Cross-Selling and Revenue Generation 
• Regulatory Compliance and Client Service 
• Key Performance Indicators (KPIs) 
• Growth in client acquisition and retention rates. 
• Increase in assets under management (AUM), where applicable. 
• Achievement of individual and team revenue targets. 
• Achievement of deposit mobilization and investment sales targets. 
• Client satisfaction scores and feedback. 
• Percentage of cross-sold company products. 

Compensation and Benefits 

• Competitive salary with performance-based bonuses. 
• Opportunity to work with a high-growth, innovative financial technology company. 
• Collaborative and supportive work environment. 
• Comprehensive health and wellness benefits.