Private Wealth Manager (FinTech / Unsecured Loans) at Black Pen Recruitment

Black Pen Recruitment - Our client is an AI-Driven lending platform. Their team consists of innovators and builders with domain expertise in the lending space. They share a determination to continue leveraging data driven approaches to problem solving by building products that the market needs and API integrations that drive value across the board.

They are recruiting to fill the position below:

Job Title: Private Wealth Manager (FinTech / Unsecured Loans)

Location: Lagos
Job Type: Full-time
Industry: Financial Services

Responsibilities

• Fund mobilization and/or Liability Generation 
• Analyse financial information 
• Cultivate client relationships 
• Develop Wealth Marketing and Sales strategies 
• Manage Assets and client portfolios
• Compliance and Risk Averse
• Business Analyst mindset and numbers driven 
• Hit and exceed quarterly targets

Requirements

• Degree in Accounting, Finance or any relevant field.
• CPWA (Certified Private Wealth Advisor)/ CIMA (Certified Investment Management Analyst)/CPA (Certified Public Accountant) would be highly advantageous.
• 5+ years of experience as a Private Wealth Manager ideally within FinTech and/or Lending.
• Experience in handling clients assets and investments
• Experience in Wealth Marketing/Sales and Business Analysis.
• Ability to interpret quantitative and qualitative data.
• Strong experience in research, data, stock prices, client cash flow and net assets
• Excellent written and verbal communication skills and negotiation skills
• Strong relationship management skills with clients
• Experience in Financial Modeling and Tax Planning
• Able to understand complex information and recognise changing client goals, revise as clients adjust to real-time results. 
• Must be analytically minded
• Strong numerical and reporting skills
• Needs to be based in Lagos 
• Strong presentation skills, and an understanding of customer relations tactics

Application Closing Date
Not Specified.