Wealth Manager at a Leading Financial Technology Company - Workforce Group (20 Openings)

Workforce Group - Our client is a leading financial technology company that offers a comprehensive range of financial solutions, including credit cards and investment opportunities, to empower individuals, with a mission to revolutionize access to credit and investment, enabling individuals to take charge of their financial well-being.

They are recruiting to fill the position below:

Job Title: Wealth Manager

Location: Lagos
Job Type: Full-Time / Hybrid
Level: Mid-Level
Department: Investment
Slots: 20 Openings

Job Overview

• We are seeking a dynamic and results-driven Wealth Manager to join our team and play a crucial role in mobilizing funds for our cutting-edge investment product.
• As a Wealth Manager, you will be responsible for building and maintaining strong relationships with potential investors, identifying new funding opportunities, and effectively communicating the benefits of our investment product.
• Your goal will be to mobilize funds from various sources to fuel the growth of our investment venture while exceeding investment portfolio targets.

Responsibilities

• Identify target markets and develop strategies to drive high volumes of new funds.
• Manage existing investment products and customer relationships
• Conduct outbound calls to prospective customers to sell our products or services.
• Meet and exceed sales targets for the investment product, contributing significantly to the growth of the organization’s investment portfolio.
• Customer acquisition and relationship management.
• Monitor fund mobilization progress and provide regular reports.
• Effectively communicate the features and benefits of our products or services to potential customers.
• Collaborate with the sales team to identify opportunities for cross-selling or upselling.
• Answer customer questions and address any concerns they may have.
• Represent the company at industry events to network and promote the investment product.

Requirements

• Interested candidates should possess a Bachelor's Degree in relevant fields with 3 - 7 years work experience.
• Proven track record in fundraising and mobilizing funds for investment products, startups, or financial ventures, with 3-7 years of relevant experience.
• Experience in the financial services/finTech industry or related investment sectors.
• Experience mobilizing investments exceeding portfolio targets is highly desirable.
• Extensive experience in building and maintaining relationships with investors, with a strong network of potential investors.
• Deep understanding of investment strategies, financial markets, and investment trends.
• Excellent communication and presentation skills, with the ability to articulate complex financial concepts to diverse audiences.
• Strong negotiation and persuasion skills to close investment deals successfully.
• Results-oriented mindset with the ability to meet and exceed fundraising targets.
• Highly self-motivated and able to work independently, as well as part of a collaborative team.
• Familiarity with regulatory frameworks related to fundraising and investment.
• High level of integrity and ethical conduct in handling investor relationships and sensitive financial information.

Benefits

• Competitive salary package with performance-based incentives.
• Professional development opportunities.
• A collaborative and inclusive work culture that fosters growth and innovation.
• Opportunity to work with cutting-edge products and technologies.
• Supportive and approachable management team dedicated to your success.

Application Closing Date
10th September, 2024.

Method of Application
Interested & qualified candidates should forward their CVs to: oluwaseyi.akinyosoye@workforcegroup.com using the job title as the subject of the mail.