business developmentlead generationkycfinancial planningamlrelationship managementportfolio managementwealth managementinvestment advisoryshariah compliant investing
Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Текст:
Hirify AI/Оригинал
TL;DR
Relationship Manager (Fintech): Building trusted client relationships and growing a wealth management business through investment guidance, portfolio reviews, lead generation and client events with an accent on ethical and Shariah-compliant investing. Focus on understanding financial goals and risk profiles, converting leads, explaining investment products, and maintaining compliance with suitability, KYC and AML requirements.
Location: Abuja, Nigeria; hybrid workplace
Company
hirify.global provides investment solutions focused on ethical and Shariah-compliant wealth management.
What you will do
Build and maintain long-term relationships with prospective and existing retail, affluent and high-net-worth clients.
Assess clients’ financial circumstances, investment goals, time horizons and risk appetite, then explain suitable investment products, portfolios, fees and risks.
Support onboarding, funding, investment processes and regular portfolio reviews while maintaining accurate client records and reporting on leads, conversions, funded clients and assets raised.
Generate and convert leads through referrals, networks, partnerships, events, community engagement and leads provided by hirify.global.
Represent hirify.global at conferences, seminars, webinars and community events, including presentations on investing, financial planning and Shariah-compliant investing.
Work with Marketing on client events, campaigns, educational materials and lead-generation initiatives.
Requirements
At least 4 years of relevant experience in relationship management, wealth management, financial planning, investment advisory, private banking or a related financial-services role.
Experience building relationships with retail, affluent or high-net-worth clients, generating leads, converting prospects and developing a client portfolio.
Good knowledge of investments, including mutual funds, ETFs, equities, fixed income and diversified portfolios.
Relevant financial advisory, wealth management or financial planning qualification or licence required by the applicable local regulator.
Understanding of ethical and Shariah-compliant investing, or a strong willingness to develop this knowledge.
Excellent communication, presentation, relationship-building and interpersonal skills, with confidence speaking at conferences, seminars, webinars and client events.
Strong organisational and commercial skills with a client-first approach.
Client interactions and recommendations must comply with applicable regulatory requirements and internal policies, including suitability, KYC and AML requirements.
Nice to have
Bachelor’s degree in finance, economics, business, commerce or a related field.
Culture & Benefits
Hybrid work arrangement in Abuja.
Opportunity to expand access to ethical, Shariah-compliant investing.
Client-first and suitability-focused approach to relationship management.
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