Wealth Management Executive at Vale Finance Limited

Vale Finance is a full-fledged finance company that delivers a bouquet of bespoke financial solutions to help businesses and individuals power their dreams through savings, loans, payments and Investments. Vale Finance Limited (RC 1579883) was incorporated with the Corporate Affairs Commission in 2019 and offers financial services to Individuals, large corporates, SME's, High Networth Individuals (HNI).

We are licensed by the Central Bank of Nigeria (CBN) as a finance company and also a member of the Finance Houses Association of Nigeria (FHAN), we leverage on technology while also serving the needs of non-digital savvy, applying the highest level of professionalism in service delivery. Our management team consist of seasoned finance experts with many years of experience in diverse sectors.

We are recruiting to fill the position below:

Job Title: Wealth Management Executive

Location: Lagos
Employment Type: Full-time

Job Summary

• The Wealth Management Executive is responsible for managing and growing a portfolio of high-net-worth clients by providing tailored financial solutions and services.
• This role involves building strong relationships with clients, wealth management services as well as ensuring deposit/savings mobilization.

Key Responsibilities

• Deposit Mobilization
• Fixed deposit/investment mobilization from high net worth clients
• Implement Bank wide go-to-market strategy for new initiatives, working with relevant departments and stakeholders to drive execution.
• Drive achievement of growth and acquisition of new customers through development and maintenance of quality products, propositions, and solutions relevant to businesses.
• Develop and maintain strong, long-term relationships with high-net-worth clients.
• Network with potential clients and referral sources to build a pipeline of new prospects.
• Financial Planning and Advisory.

Qualifications

• Bachelor's Degree in Finance, Business Administration, Economics, or a related field.
• Minimum of 2-5 years of experience in private banking, deposit mobilization and marketing/sales or a related field.
• Strong knowledge of deposit/savings mobilization, investment strategies, and market trends.
• Excellent communication, interpersonal, and negotiation skills.

Application Closing Date
6th February, 2025.

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