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2 дня назад

Relationship Manager (Fintech)

Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
Nigeria
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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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

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 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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