At Renmoney, we believe finance should be simple, useful and accessible to everyone. That’s what makes us really passionate about leveraging data driven insights to help us understand you better and build useful financial products for your personal and business needs - like convenient loans to help you do more today, savings to keep you on track for your goals and investments that’ll generate more money for you.
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The Wealth Manager will play a crucial role in driving business growth and achieving deposit mobilization targets, meeting a monthly deposit mobilization target of minimum of 250 million naira.
Responsibilities
Mobilize a minimum deposit of 250 million naira on a monthly basis
Deploy high-end presentation tools and skills towards the attainment and management of deposit clients
Foster beneficial and long-term relationships with new and existing clients to retain and attract new business
Establish, develop, and manage a strong pipeline and network of clients for our products
Employ a variety of means to keep abreast of industry trends and company product knowledge
Deliver increasing deposit portfolio performance and provide regular reports
Engage products team on the development of new products and the selection of appropriate investment strategies compatible with retail client investment goals and risk appetite
Analyze clients' investment portfolios and determination of asset re-allocation opportunities to generate additional yield or minimize investment risk, based on existing products
Requirements
Minimum of 3 years relationship management/sales/business development/wealth manager experience in banking/financial sector dealing with HNI clients(individual and Corporate)
Excellent reporting and presentation skills, likewise Microsoft office skills
Demonstrate good understanding of cross border fund schemes and investment tools
Possess a deep understanding of the Nigerian capital market will be an added advantage
Demonstrate an understanding of asset management services, trends including portfolio management, financial planning, client reporting, etc.
Possess a strong understanding of financial markets, investment concepts and processes
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