Workforce Group - Our client is a leading financial technology company that offers a comprehensive range of financial solutions, including credit cards and investment opportunities, to empower individuals, with a mission to revolutionize access to credit and investment, enabling individuals to take charge of their financial well-being.
They are recruiting to fill the position below:
Job Title: Wealth Manager
Location: Lagos
Job Type: Full-Time / Hybrid
Level: Mid-Level
Department: Investment
Slots: 20 Openings
Job Overview
- 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
- Interested candidates should possess a Bachelor's Degree in relevant fields with 3 - 7 years work experience.
- 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.
Application Closing Date
10th September, 2024.
Method of Application
Interested & qualified candidates should forward their CVs to: oluwaseyi.akinyosoye@workforcegroup.com using the job title as the subject of the mail.