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

Black Pen Recruitment is currently seeking for application from qualified applicants to fill the vacant position of Private Wealth Manager (FinTech / Unsecured Loans). interested and qualified applicants can apply via the details below

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.

We are seeking a skilled, reliable, efficient employee to join our growing organization in the capacity 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.