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Relationship Manager (Fintech)

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

Текст:
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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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