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Wealth Manager

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Job Description - Wealth Manager

FairMoney is a pioneering mobile banking institution specializing in extending credit to emerging markets. Established in 2017, the company currently operates primarily within Nigeria, and it has secured nearly €50 million in funding from renowned global investors, including Tiger Global, DST, and Flourish Ventures.

In alignment with its vision, FairMoney is actively constructing the foremost mobile banking platform and point-of-sale (POS) solution tailored for emerging markets. The journey began with the introduction of a digital microcredit application exclusively available on Android and iOS devices. Today, FairMoney has significantly expanded its range of services, encompassing a comprehensive suite of financial products, such as current accounts, savings accounts, debit cards, and state-of-the-art POS solutions designed to meet the needs of both merchants and agents.FairMoney thrives on its diverse workforce, bringing together talent from over 27 nationalities. This multicultural team drives the company’s mission of reshaping financial services for underserved communities.To gain deeper insights into FairMoney’s pivotal role in reshaping Africa’s financial landscape, we invite you to watch informative video.

About the Role

Your mission will be to promote investment products of the company to corporate and individual clients, and maintain knowledge of a wide range of investment and financial products ranging from fixed income, trusts, stocks, bonds, shares, etc.

Roles and Responsibilities

  • Source new clients and expand client network in professional and social settings.
  • Develop and maintain a portfolio of important revenue, generating client relationships within the defined market segment.
  • Grow portfolio profitability through the utilization of available multi-channel delivery strategies.
  • Present investment opportunities and related analysis while pitching proposed courses of action in meetings with clients.
  • Relate with investment analysts to assess financial information and investment opportunities.
  • Use relevant financial models to project future earnings and profit potentials.
  • Monitor the financial market trends to promote better decision-making and advise on funds management.
  • Engage in regular research and reading to stay apprised about the state of the Nigerian economy, global financial markets and general current events.
  • Comply with rules, regulations and legislation governing the financial services industry.
  • Minimum of 5 years of relevant work experience in a financial organization.
  • Strong command of excel and PPT.

Other core competencies required for this role include;

  • Decision Making
  • Problem Solving
  • Analytical Thinking
  • Verbal and Written Communication skills
  • Attentiveness to Detail
  • Time Management
  • Networking skills
  • Teamwork
  • Leadership ability
  • Private Health Insurance
  • Pension Plan
  • Training & Development
  • Performance Bonus

Recruitment Process

  • A screening call with the Senior Recruiter ~30 minutes
  • Technical interview with the hiring manager ~30 minutes
Original job Wealth Manager posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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