Senior Wealth Manager

Koins Bank, a fully licensed microfinance bank dedicated to providing innovative financial solutions to businesses and individuals. Our goal is to enhance financial inclusion by offering a comprehensive suite of services tailored to meet the diverse needs of our clients. Guided by a highly experienced and hands-on management team, Koins Bank is committed to making financial services accessible and beneficial for all, fostering economic growth and empowerment in our communities.

We are seeking an experienced and results-driven Senior Wealth Manager to join Koins Bank. The ideal candidate will have at least 5 years of experience in senior deposit mobilization roles and a proven track record in handling High Net-Worth Individuals (HNI) clients. The Wealth Manager will be responsible for generating new business opportunities, managing client relationships, and achieving deposit mobilization targets.

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Key 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.

Key Performance Indicators (KPIs):

• Achieving a minimum monthly deposit mobilization target of ₦500 million.
• Building a pipeline of quality business leads and consistently generating new business opportunities.
• Maintaining high levels of client satisfaction and retention, particularly among HNI clients.
• Demonstrating innovative thinking by implementing new ideas to drive business growth.
• Achieving a high rate of client issue resolution and satisfaction.

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.
• Good analytical and problem-solving skills.
• Knowledge of financial products and market trends.
• Ability to work under pressure and manage multiple priorities.

Preferred Qualifications:

• 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.