Description
The Wealth Manager will be responsible for mobilizing deposits, manage high-value client relationships, drive investment product sales, and support the bank’s liability growth strategy.
Requirements
EDUCATION REQUIREMENT
Bsc./HND in Finance, Economics, Business or related field.
OTHER REQUIREMENTS
· Strong existing network of HNIs and corporate clients.
· Excellent communication, negotiation, and relationship management skills.
· Strong understanding of investment products, treasury, and market rates.
Benefits
· Hybrid work model
· 13th Month Salary
· Leave Allowance
· Medical Allowance
RELEVANT WORK EXPERIENCE
3 – 5 years deposit mobilization/wealth management (preferably in MFB, commercial bank, asset management or investment finance).
Bonuses
Benefits
Responsibilities
Identify, prospect, and onboard High Net-worth Individuals (HNIs), corporates, and institutional clients for deposit mobilization.
∙ Promote and structure Fixed Deposit, Savings, and Investment products in line with bank pricing and risk guidelines.
∙ Maintain strong, professional client relationships through regular engagement and portfolio reviews.
∙ Prepare and present investment proposals, indicative offers, and term sheets to clients.
∙ Track market interest rates and competitor offerings to support pricing decisions.
∙ Ensure proper documentation, KYC compliance, and adherence to internal credit and risk policies.
∙ Achieve monthly and quarterly liability mobilization targets.