Wealth Manager (Mid-Senior)
Crednet Technologies Limited · Lagos
Job description
About the role
Crednet Technologies Limited is looking for a strategic, results-driven Mid-Senior Wealth Manager to lead CredPal's wealth and investment initiatives. The role focuses on deposit mobilization, customer acquisition and retention, and deepening relationships with high-value clients to grow the company's investment portfolio.
Key responsibilities
- Mobilize deposits from retail, SME and institutional clients to fund lending and investment activities
- Optimize wealth management and investment products
- Acquire new high-net-worth clients and institutional investors and retain and expand existing relationships
- Build relationships with clients, financial institutions and strategic partners
- Monitor market trends and competitor offerings to position wealth solutions competitively
- Ensure compliance with regulatory requirements and internal risk policies
- Grow assets under management (AUM) and recurring investment income
- Track KPIs, analyze performance data and report to senior leadership
- Collaborate with marketing, credit and product teams
Required profile
- Bachelor's degree in Finance, Business Administration, Economics or a related field; MBA or a professional certification such as CFA is a plus
- At least 3 years of experience in wealth management, deposit mobilization, investment banking or high-value client relationship management
- Proven track record of achieving deposit mobilization and investment portfolio growth targets
- Strong understanding of investment products, wealth advisory and financial markets
- Excellent leadership, negotiation, networking and client relationship skills
- High ethical standards and commitment to compliance and fiduciary responsibilities
Required skills
- Proficiency in Microsoft Office Suite
- CRM tools and financial analytics software
What we offer
- Annual salary of N6,000,000 to N12,000,000 with performance-based incentives
- Professional development opportunities
- A collaborative, inclusive work culture
- Opportunity to work with cutting-edge products and technologies
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Published 1 day ago
Expires 1 month from now
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Crednet Technologies Limited
Lagos