2 дня назад
Relationship Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager (Fintech): Building trusted client relationships and supporting wealth management growth through financial planning, investment guidance, and business development with an accent on ethical and Shariah-compliant investing. Focus on generating and converting leads, guiding clients through onboarding and portfolio reviews, and ensuring recommendations comply with suitability, KYC, AML, and regulatory requirements.
Location: Abuja, Nigeria — hybrid
Company
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 profiles.
- Explain investment products, portfolios, fees, risks, and Shariah-compliant investment principles.
- Guide clients through onboarding, funding, investing, and regular portfolio reviews within regulatory permissions.
- Generate and convert leads through referrals, networks, partnerships, conferences, seminars, webinars, and community events.
- Collaborate with Marketing on events, campaigns, educational materials, and lead-generation initiatives while tracking client and business metrics.
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.
- Demonstrated ability to generate leads, convert prospective clients, and develop a client portfolio.
- Good knowledge of 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.
- Strong communication, presentation, relationship-building, organisational, and commercial skills.
- Bachelor’s degree in finance, economics, business, commerce, or a related field is preferred.
Nice to have
- Understanding of ethical and Shariah-compliant investing, or a strong willingness to develop this knowledge.
- Experience speaking at conferences, seminars, webinars, and client events.
Culture & Benefits
- Hybrid work environment in Abuja.
- Client-first and suitability-focused approach to investment guidance.
- Opportunity to expand access to ethical, Shariah-compliant investing.
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