We are looking to hire a Wealth Manager to mobilize fixed deposit investments for the company and monitor and execute action plans in achieving the overall deposit target allocated.
Key Deliverables
To drive the fixed deposit mobilization arm of the business.
Responsible for sales and marketing of deposits.
Managing the growth of assigned high depositors.
Improve the deposit mobilization and retention of deposits and also manage withdrawal attrition.
Develop and maintain relationships with corporate clients and individual depositors.
Innovate and develop attractive value-added deposit products together with Business Development to achieve the overall deposit targets.
Source appropriately priced and structured deposit liabilities for the company from retail and institutional sources.
Cultivate new clientele on an ongoing basis.
Meet assigned sales targets and quotas.
Participate in creating new and better marketing based on field experience.
Ensure that due diligence is always enforced to meet the requirements of the regulator and also protect the interest of both the depositors and the organization.
Preferred Qualifications
Bachelor's Degree in Marketing, Business Administration or a related field.
Relevant training & certifications.
3-5 years of experience as a deposit mobilizer for a financial institution.
Preferred Requirements:
Proven track record of being successfully involved in Fund Mobilization/Wealth Management.
Excellent written and verbal communication skills.
Excellent teamwork skills.
Proven ability to influence cross-functional teams.