Wealth Manager at Stackivy – Apply Now

About the job

• Stackivy is a financial hub that gives access to our suite of innovative financial solutions. With our platform, you can manage your finances on the go, access personalized financial advice, and achieve your long-term financial goals.
• it doesn’t end there with Stackivy, set new boundaries of what’s possible when finance meets your industry; create secure and custom-made applications that streamline your financial operations and arm your team with the resources they need to make more informed and strategic decisions that strengthen customer relationship.

Responsibilities

• Create and implement a business plan for identified target market.
• Source for potential new high-end clients.
• Persuade them to invest.
• Maintain old and current deposit customers.
• Inform client of deposit status.
• Ensure the application for a fixed deposit account is correctly filled out and registered.
• Create and enhance new methods for rewarding interest to depositors.
• Develop and implement innovative, alluring value-added deposit products with the team to increase deposit mobilization, deposit retention, and withdrawal attrition.
• Participate in the creation of cutting-edge savings products that address customer needs.
• Develop and improve novel strategies for paying interest on time and fixed deposits to depositors.
• Ensure all deposit products are marketed and sold.
• Attain the quota and targets set for deposit mobilization and other duties.
• Meeting or exceeding weekly, monthly, and yearly sales targets (Deposits and Loans).
• Canvassing assigned territories to present company products to potential customers.
• Assisting management in identifying viable marketing and pricing strategies.
• Attending trade shows and other industry-related events to help boost sales.
• Completing regular sales reports specifying the number of sales made.
• Demonstrating product features to customers.
• Contacting leads and setting up appointments to present company products.
• Completing request forms and submitting them for processing

Qualifications

• Bachelor’s degree or equivalent experience
• Strong communication and interpersonal skills
• Proven knowledge and execution of successful development strategies
• Focused and goal oriented.
• Must have ability to manage a team.
• Must have knowledge in statistical analysis as used in and revenue generation.
• Must have proven ability to interact with high profile clients.
• Applicant must be creative, pro-active, have the ability to “think outside the box” and accept or create new ideas and take calculated risks on new products and process development.
• Proven track records of previous business opportunities
• 2 to 3 years’ experience in marketing, retails, Finance and Investment Organization