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