• Application Deadline:
• Position: Wealth Manager


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 3 - 7 years


• Location Lagos


• Job Field Finance / Accounting / Audit 
  

Purpose Statement

• 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

• 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.