Senior Wealth Manager at Koins Microfinance Bank

Responsibilities

• Drive deposit mobilization efforts with a monthly target of a minimum of ₦500 million.



• Develop and implement strategies to generate business leads and secure new opportunities, particularly in the High Net-Worth (HNI) segment.



• Build and maintain long-term relationships with HNI clients, offering tailored financial solutions to meet their needs.



• Manage client-related issues effectively, providing timely and appropriate solutions.



• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.



• Utilize in-depth market knowledge to offer informed advice and promote Koins Bank’s wealth management products.



• Present comprehensive product information to clients, ensuring a sophisticated and professional level of communication.



• Demonstrate exceptional strategic thinking and planning abilities to meet business objectives.



• Monitor market trends and competitor activities to identify growth opportunities.



• Ensure adherence to all regulatory and compliance standards while managing client portfolios.

Qualifications


Academics Qualifications (Minimum):

• Bachelor's Degree in Finance, Business Administration, or a related field.



• Certifications in Wealth Management or relevant financial services (e.g., CFA, CISI) are an added advantage.

Requirements:

• At least 5 years of experience in a senior deposit mobilization role, with a focus on HNI clients.



• Proven and verifiable track record of performance in wealth management or deposit mobilization.



• Strong communication and presentation skills with a professional demeanor.



• Excellent relationship and people management skills, with the ability to handle complex client issues.