Wealth Manager

AI summary

CredPal is hiring a Wealth Manager to source and manage a portfolio of high-net-worth clients, focusing on deposit mobilization and investment products. Requires 3 years experience and a Bachelor's degree. Full-time role based in Lagos.

• Proven track record in deposit mobilization and a strong movable portfolio of high-net-worth clients.
• Responsible for acquiring and managing client relationships and growing investment and savings portfolio.
• Full-time position requiring 3 years experience and BA/BSc/HND qualification.

Description

Wealth Manager at CredPal July, 2026 | MyJobMag Login Signup Employers Nigeria Ghana Kenya Nigeria South Africa UK Jobs Career Advice Post Job Search for Jobs Abia Abuja Adamawa Akwa Ibom Anambra Bauchi Bayelsa Benue Borno Cross River Delta Ebonyi Edo Ekiti Enugu Gombe Imo Jigawa Kaduna Kano Katsina Kebbi Kogi Kwara Lagos Nasarawa Niger Ogun Ondo Osun Other Oyo Plateau Rivers Sokoto Taraba Yobe Zamfara Administration / Facilities Agriculture / Agro-Allied Art / Crafts / Languages Aviation / Aerospace Banking Bursary and Scholarships Caregiver / Nanny / Social Workers Catering / Confectionery Construction and Site Engineering Consultancy Content, Editorial and Journalism Customer Care, Success and Service Data, Business Analysis and AI Driving Education / Teaching / Training Engineering / Technical Environment Health and Safety Finance / Accounting / Audit Food, Beverage and Hospitality General Graduate Jobs Human Resources / HR ICT / Computer Insurance Internships Janitorial Services Legal and Regulatory Logistics Manufacturing Marketing and Communication Media Production and Entertainment Medical / Healthcare NGO/Non-Profit Oil and Gas, Energy and Mining Pharmaceutical Procurement / Store-keeping / Supply Chain Product Management Project and Program Management Real Estate Research and Development RFP / RFQ / EOI Risk Management and Compliance Sales and Business Development Science Security / Intelligence Shipping and Maritime Sports, Fitness and Personal Care Strategic and Top Management Travels and Tours UX, Design and Architecture Volunteer BA/BSc/HND First School Leaving Certificate MBA/MSc/MA NCE OND Others PhD/Fellowship Professional Certificate Secondary School (SSCE) Vocational Close Detailed Search X Send this job to a friend Type the email of your friend Enter your email Type Your Email Message I think you may be interested in this position - Wealth Manager at CredPal. This is the link: https://www.myjobmag.com/job/wealth-manager-credpal-7?utm_source=email_friend. Copy and paste link on browser if link is not working. Check it out! X Did you notice an error or suspect this job is scam? Tell us. Enter your email Type Your Message Wealth Manager at CredPal View Jobs in ICT / Telecommunication / View Jobs at CredPal Posted: Jul 27, 2026 Deadline: Not specified Save Email @gmail.com @yahoo.com @outlook.com CredPal is an innovative solution that seeks to combat the ever complex loan approval process that has deterred millions from achieving specific gaols over the years. We believe quality of life can be drastically improved if individuals can easily make purchases and pay overtime at their convenience with reduced or no financial pressure, while also increa... Read more about this company Wealth Manager Job Type Full Time Qualification BA/BSc/HND Experience 3 years Location Lagos Job Field Sales and Business Development Purpose Statement We are seeking a highly motivated and client-focused Wealth Manager with a proven track record in deposit mobilization and a strong movable portfolio of high-net-worth and affluent clients. The ideal candidate will be responsible for acquiring and managing client relationships, growing the organization's investment and savings portfolio, providing tailored wealth management solutions, and driving sustainable revenue through strategic financial advisory services. Responsibilities Source and manage a portfolio of high-net-worth individuals and institutional clients for deposit and investment products. Drive deposit mobilization by promoting fixed deposit, and investment plans to existing and new clients. Conduct thorough financial needs assessments to recommend customized investment strategies. Maintain strong relationships with clients to ensure repeat business, retention, and referrals. Monitor and track deposit targets, ensuring monthly and quarterly growth KPIs are achieved. Conduct regular financial reviews with clients to track progress and ensure their goals are being met. Stay up to date with market trends and provide clients with relevant insights and updates on investment opportunities. Conduct presentations, one-on-one consultations, and financial education sessions to grow client engagement. Ensure compliance with internal policies and regulatory requirements in all investment and deposit-related activities. Provide regular reports on performance, pipeline, and client feedback to leadership. Attend industry events, seminars, and conferences to build networks and enhance the visibility of CredPal's wealth management services. Responsibilities Source and manage a portfolio of high-net-worth individuals and institutional clients for deposit and investment products. Drive deposit mobilization by promoting fixed deposit, and investment plans to existing and new clients. Conduct thorough financial needs assessments to recommend customized investment strategies. Maintain strong relationships with clients to ensure repeat business, retention, and referrals. Monitor and track deposit targets, ensuring monthly and quarterly growth KPIs are achieved. Conduct regular financial reviews with clients to track progress and ensure their goals are being met. Stay up to date with market trends and provide clients with relevant insights and updates on investment opportunities. Conduct presentations, one-on-one consultations, and financial education sessions to grow client engagement. Ensure compliance with internal policies and regulatory requirements in all investment and deposit-related activities. Provide regular reports on performance, pipeline, and client feedback to leadership. Attend industry events, seminars, and conferences to build networks and enhance the visibility of CredPal's wealth management services. Requirements & Qualifications Minimum of 3 years' proven experience in fixed deposit mobilization, investment sales, wealth management, investment banking, or portfolio growth. Demonstrated ability to mobilize deposits and manage a strong movable portfolio of affluent and high-net-worth clients. Sound knowledge of financial products, investment markets, wealth creation strategies, and investor behavior. Proven track record of consistently achieving deposit mobilization, sales, and revenue targets. Strong business development, relationship management, and client acquisition skills. Excellent interpersonal, negotiation, and communication skills, with the ability to build long-term, trusted client relationships. Highly organized with strong time management skills and the ability to manage multiple client portfolios effectively. Self-motivated, target-driven, and capable of working independently with minimal supervision. High level of integrity, professionalism, and commitment to delivering exceptional client service. Passion for helping clients achieve their financial goals through tailored investment and wealth management solutions. Check how your CV aligns with this job Method of Application Interested and qualified? Go to CredPal on credpal.zohorecruit.com to apply Build your CV for free. Download in different templates. Share Save Email Report Get new Sales and Business Development jobs like this on Telegram. Subscribe on Telegram Send your application Your Name Your Email Your Phone Number Your Current Location Abia Abuja Adamawa Akwa Ibom Anambra Bauchi Bayelsa Benue Borno Cross River Delta Ebonyi Edo Ekiti Enugu Gombe Imo Jigawa Kaduna Kano Katsina Kebbi Kogi Kwara Lagos Nasarawa Niger Ogun Ondo Osun Other Oyo Plateau Rivers Sokoto Taraba Yobe Zamfara Subject of your Application Your cover letter Attach your CV/Doc View All Vacancies at CredPal Back To Home Jobs You Might Be Interested in Sales Partner at Hall 7 Real Estate Limited Van Sales Representative at Total Data Limited Sales Manager at Softhills Limited Phone Call Marketer Telesales Agent at Ombrella Insure Entry-Level Sales Representative (Automotive Products) at Milemaster Integrated Services Founding Operations & Growth Manager at LearnSpeakly Business Development Executive at Safe Nest Cooperative System Limited Cashier / Pharmacy Assistant at Destella Pharmacy Client Staff Relationship Officer at Whip Smart Service Providers Limited Sales Executive Officer (Real Estate) at Synergy HR Solutions Limited Senior Business Development Manager at Total Data Limited Business Development Manager at Total Data Limited Sales Officer at First Ally Field Sales Officer Find Your Dream Job! 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