CredPal is an innovative solution that seeks to combat the ever complex loan approval process that has deterred millions from achieving specific gaols over the years.
Wealth Manager
- Job Type: Full Time
- Qualification: BA/BSc/HND , MBA/MSc/MA
- Experience: 3 years
- Location: Lagos
- Job Field: Sales / Marketing / Retail / Business Development
About the job
- We are seeking a strategic and results-driven Mid- Senior Wealth Manager to lead CredPal’s wealth and investment initiatives.
- This role will focus heavily on deposit mobilization, driving customer acquisition, retention, and deepening relationships with high-value clients to grow the company’s investment portfolio.
- The ideal candidate will combine financial expertise with exceptional leadership skills to scale CredPal’s wealth products and deliver sustainable revenue growth.
Key Responsibilities
- Deposit Mobilization: Drive aggressive mobilization of deposits from retail, SME, and institutional clients to fund CredPal’s lending and investment activities.
- Product Strategy: Optimization of wealth management and investment products.
- Client Acquisition & Retention: Develop and execute strategies to acquire new high-net-worth clients and institutional investors while retaining and expanding existing relationships.
- Relationship Management: Build and manage strong relationships with clients, financial institutions, and strategic partners.
- Market Research: Monitor financial market trends and competitor offerings to position CredPal’s wealth solutions competitively.
- Risk Management: Ensure compliance with regulatory requirements and internal risk policies in all wealth and investment activities.
- Revenue Growth: Develop strategies to grow assets under management (AUM) and increase recurring investment income.
- Performance Tracking: Monitor KPIs, analyze performance data, and report progress to senior leadership.
- Collaboration: Work closely with marketing, credit, and product teams to ensure wealth solutions meet customer needs and align with CredPal’s overall business objectives.
Qualifications & Requirements
- Bachelor’s degree in Finance, Business Administration, Economics, or related field (MBA or relevant professional certification such as CFA is a plus).
- Minimum 3 years experience in wealth management, fixed deposit mobilization, investment banking, or high-value client relationship management.
- Proven track record in achieving deposit mobilization and investment portfolio growth targets.
- Strong understanding of investment products, wealth advisory, and financial markets.
- Excellent leadership and people management skills.
- Strong negotiation, networking, and client relationship-building abilities.
- Proficiency in Microsoft Office Suite, CRM tools, and financial analytics software.
- High ethical standards and commitment to compliance and fiduciary responsibilities.
KPIs
- Monthly deposit mobilization target achievement.
- Growth in Assets Under Management (AUM).
- Number of high-value clients acquired and retained.
- Wealth product revenue growth.
- Client satisfaction and retention rate.
Method of Application
Interested and qualified? Go to CredPal on credpal.zohorecruit.com to apply