Wealth Manager Job at CredPal

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

We are recruiting to fill the position below:

Job Position: Wealth Manager

Job Location: Lagos
Job type: Full Time / Hybrid
Level: Mid/Associate - Senior Level

Purpose Statement

• We are seeking a highly motivated and client-focused Wealth Manager to drive deposit mobilization, manage high-net-worth relationships, and provide tailored investment solutions to clients. 
• The ideal candidate will be responsible for growing the organization’s investment and savings portfolio by building trusted client relationships, advising on wealth creation strategies, and ensuring optimal utilization of our financial products.

Responsibilities

• Source and manage a portfolio of high-net-worth individuals and institutional clients for deposit and investment products.
• Drive deposit mobilization by promoting savings, fixed deposit, and investment plans to existing and new clients.
• Conduct thorough financial needs assessments to recommend customized investment strategies.
• Maintain strong relationships with clients to ensure repeat business, retention, and referrals.
• Monitor and track deposit targets, ensuring monthly and quarterly growth KPIs are achieved.
• Ensure compliance with internal policies and regulatory requirements in all investment and deposit-related activities.
• Provide regular reports on performance, pipeline, and client feedback to leadership.
• Conduct regular financial reviews with clients to track progress and ensure their goals are being met.
• Stay up to date with market trends and provide clients with relevant insights and updates on investment opportunities.
• Conduct presentations, one-on-one consultations, and financial education sessions to grow client engagement.
• Attend industry events, seminars, and conferences to build networks and enhance the visibility of CredPal's wealth management services.

Requirements

• Bachelor's Degree in Finance, Economics, Business Administration, or a related field with 4-5 years of experience.
• Proven experience in wealth management, investment banking, or financial advisory roles.
• Strong knowledge of financial markets, investment products, and portfolio management strategies.
• Excellent interpersonal and communication skills to build trust and foster relationships with clients.
• Ability to analyze financial data and develop effective investment strategies.
• Demonstrated success in achieving financial targets and growing client portfolios.
• Strong organizational and time management skills to handle multiple client accounts effectively.
• Proficiency in financial software and tools for portfolio tracking and analysis.
• Self-motivated and results-oriented with a passion for helping clients achieve their financial goals.

Benefits

• Competitive salary with performance-based bonuses.
• Opportunity to work with a high-growth, innovative fintech company.
• Collaborative and supportive work environment.
• Comprehensive health and wellness benefits.