Wealth Manager at Koins Microfinance Bank

DUTIES AND RESPONSIBILITIES

• Achieve 100% of monthly deposit mobilisation target of 100m in monthly net growth
• Manage cost of funds within the approved limits
• Identify, prospect, and onboard High Net-worth Individuals (HNIs), corporate, and institutional clients for deposit mobilisation.
• 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 mobilisation targets.
• Collaborate with Operations, Finance, and Compliance to ensure seamless transaction processing. • Prepare weekly/monthly business development performance reports.

KEY QUALIFICATIONS & REQUIREMENTS

• Bachelor’s Degree in Finance, Economics, Business or related field.
• Minimum of 2–5 years experience in deposit mobilisation/wealth management (preferably in Microfinance Banks, commercial bank, asset management or investment finance).
• Strong existing network of HNIs and corporate clients.
• Excellent communication, negotiation, and relationship management skills.
• Strong understanding of investment products, treasury, and market rates