Wealth Managers at Culminate Consulting

Level: Mid- Senior Level

Purpose Statement
We are looking for a Wealth Manager who will manage and drive the Deposit Mobilization team to Mobilize funds for the company, to monitor and execute action plans in achieving the overall fund target allocated and manage investments.

Key Deliverables:

• Managing Investments.
• To drive the deposit mobilization arm of the business.
• Mobilization of funds from private sector entities, individuals and corporate agencies.
• Identify target markets with identified volumes to drive high volumes of new funds to the Company.
• Work with the team to develop and implement a business development plan to improve the deposit mobilization and retention of deposits and also manage withdrawal attrition.
• Oversee the development of innovative investment products in line with customer needs
• Develop and maintain relationships with corporate clients and individual depositors
• Advise clients on funds status and generate new clients on an ongoing basis.
• Meet assigned targets and quotas.
• Identifying any factors that are hindering performance or that put it at risk and propose remedies.

Preferred Qualification:

• Bachelor's degree in Marketing, Business Administration/Management or related field.
• Relevant training & certifications.
• Relevant years’ experience in a similar role.

Preferred Requirements:

• Proven track record of being a successful Deposit Mobilizer in a Financial institution.
• Excellent written and verbal communication skills
• Excellent teamwork skills.
• Negotiation Skills.
• Vast network in big retail merchants preferred.
• Strong analytical skills in sales and performance monitoring.
• Strong negotiation and leadership skills.