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Senior Wealth Manager at VendorCredit

Posted on Fri 28th Jun, 2024 - hotnigerianjobs.com --- (0 comments)


Vendorcredit is the financial solutions and growth partner for micro and small businesses. We offer fast business loans with low interest rates, zero paperwork, and no collateral requirements.

We are recruiting to fill the position below:

Job Title: Senior Wealth Manager

Location: Lagos
Job type: Full-time

Job Summary

  • As a Wealth Manager - Liability Generation, you will be responsible for driving business growth by identifying and developing new business opportunities to generate liability for the company.
  • You will work closely with high-net-worth individuals, families, and institutions to understand their financial needs and offer tailored solutions that meet their objectives while generating liability for the company. 

Key Responsibilities

  • Develop and implement comprehensive strategies to generate liability for the company through wealth management services.
  • Identify and cultivate relationships with high-net-worth individuals, families, and institutions to generate new business opportunities.
  • Conduct in-depth financial analyses to understand clients' financial goals, risk tolerance, and investment preferences.
  • Recommend and implement wealth management solutions that meet clients' needs and generate liability for the company.
  • Collaborate with internal teams, including finance managers to deliver integrated wealth management solutions.
  • Stay informed about market trends and developments in wealth management and liability generation.
  • Meet or exceed revenue targets and other performance metrics.
  • Participate in marketing initiatives, networking events, and industry conferences to raise the firm's visibility and attract new clients.

Qualifications

  • Required: 5 years of sales and business development experience in banking or fintech companies.
  • Proven track record of generating liability and driving business growth.
  • Strong understanding of wealth management products and services.
  • Excellent communication and interpersonal skills.
  • Preferred experience delivering on targets, deposit mobilization, reporting, and presentation skills.
  • Demonstrated track record of success in managing client relationships, delivering investment performance, and achieving business growth targets.
  • Strong understanding of financial markets, investment products, and portfolio management principles.
  • Excellent communication skills with the ability to articulate complex investment concepts and build rapport with clients.
  • Proven ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.

Application Closing Date
Not Specified.

How to Apply
Interested and qualified candidates should send their CV to: [email protected] using the Job Title as the subject of the mail.


  

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