Wealth Manager at Koins Microfinance Bank

Job Summary

• 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.

Job Duties & Responsibilities

• 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.

Education Requirement

• BSc. / HND in Finance, Economics, Business or related field.

Relevant Work Experience:

• 3 – 5 years deposit mobilization/wealth management (preferably in MFB, commercial bank, asset management or investment finance).

Other Requirements

• Strong existing network of HNIs and corporate clients.
• Excellent communication, negotiation, and relationship management skills.
• Strong understanding of investment products, treasury, and market rates.

Benefits

• Hybrid work model.
• 13th Month Salary.
• Leave Allowance.
• Medical Allowance.