Wealth Manager at Koins Microfinance Bank

About the Role

A reputable organization seeks a dedicated individual to join its wealth management team. In this role, you will be responsible for deposit mobilisation, client relationship management, and product promotion to achieve organizational growth targets.

Key Responsibilities

• Achieve 100% of monthly deposit mobilisation target of 100m in monthly net growth
• Manage cost of funds within approved limits
• Identify, prospect, and onboard High Net-worth Individuals (HNIs), corporate, and institutional clients for deposit mobilisation
• Promote and structure Fixed Deposit, Savings, and Investment products in line with bank pricing and risk guidelines
• Maintain strong, professional client relationships through regular engagement and portfolio reviews
• Prepare and present investment proposals, indicative offers, and term sheets to clients
• Track market interest rates and competitor offerings to support pricing decisions
• Ensure proper documentation, KYC compliance, and adherence to internal credit and risk policies
• Achieve monthly and quarterly liability mobilisation targets
• Collaborate with Operations, Finance, and Compliance to ensure seamless transaction processing
• Prepare weekly and monthly business development performance reports

Required Qualifications

• Bachelor's Degree in Finance, Economics, Business, or related field
• Minimum of 2–5 years of experience in deposit mobilisation or wealth management (preferably in Microfinance Banks, commercial banks, asset management, or investment finance)
• Strong existing network of HNIs and corporate clients
• Excellent communication, negotiation, and relationship management skills
• Strong understanding of investment products, treasury, and market rates