Apply for Wealth Relationship Manager at Renmoney
About Renmoney
Renmoney empowers under-banked individuals and small businesses by making finance accessible and simple. We provide easy-to-use products for credit, savings, and payments, helping people unlock opportunities and achieve more in their daily lives and businesses. With a focus on transparency and creating great user experiences, we’re making banking easier for everyone.
Summary
- Company: Renmoney
- Job Title: Wealth Relationship Manager
- Job Type: Full Time
- Location: Ikoyi, Lagos State, Nigeria
- Qualification: HND/BSC/
- Deadline: Not Specified
Job Title: Wealth Relationship Manager
Description
- Are you passionate about crafting personalized financial strategies that empower clients to achieve their wealth goals?
- Renmoney is on the lookout for an enthusiastic Wealth Manager to join our dynamic team.
- In this role, you will have the exciting opportunity to build strong relationships with clients, understanding their unique financial situations and aspirations to offer tailored wealth management solutions.
What You’ll Do
- Conduct comprehensive financial assessments to understand the investment needs and objectives of individual clients.
- Drive monthly bulk deposit; a minimum of 250 million naira or more based on business needs
- Develop and implement personalized investment strategies that align with clients’ financial goals while managing risk effectively.
- Provide ongoing financial advice, ensuring that clients are updated on market trends, investment performance, and product offerings.
- Build and maintain strong, long-lasting relationships with clients through regular communication and exceptional service.
- Collaborate with cross-functional teams to offer clients a full range of financial services, including investment, retirement, and estate planning.
- Stay up-to-date with market developments and industry trends to provide informed recommendations to clients.
- Participate in client meetings and presentations to explain investment strategies and address any concerns.
Requirements
- A Bachelor’s Degree in Finance, Business Administration, or a related field; a Master’s Degree or relevant professional certification (CFA, CFP) is a plus.
- Minimum of 3 – 5 years of experience in wealth management, financial advisory, or related fields.
- Excellent interpersonal and communication skills with the ability to connect with clients and understand their needs.
- Strong analytical skills and knowledge of investment products, portfolio management, and financial planning.
- Proficiency in financial analysis tools and software, including Excel and wealth management platforms.
- Demonstrated ability to meet and exceed sales targets and manage client relationships successfully.
Benefits
- Rewarding career where you’ll enjoy competitive pay and collaborate with incredible colleagues.
- Experience a stunning workplace with a flat hierarchy, where you’ll tackle challenging, real-world issues.
- Generous monthly performance-driven incentives
- Attractive interest rates of up to 26% for clients
- A dynamic and encouraging work environment
- Ongoing competency-focused training opportunities
- Strong teamwork and collaboration.
- Well-defined career development and advancement paths.
- 25 days of annual leave, 5 months of maternity leave, 1 month of paternity leave, and a comprehensive HMO plan.
Application Deadline
Not Specified.
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How to Apply
Note: If you are ready to make a meaningful impact in the lives of clients and bring their financial visions to life, we want to hear from you!
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