Wealth Relationship Manager
Renmoney(6 months ago)
About this role
A Wealth Manager at Renmoney delivers personalized financial guidance to help individual clients achieve their long-term wealth goals. The role is relationship-focused within the firm's wealth management function, aligning client needs with the company's suite of financial services. It supports client retention and portfolio growth through advisory and coordination with internal teams.
Required Skills
- Financial Assessment
- Investment Strategy
- Portfolio Management
- Financial Planning
- Client Relationship
- Communication
- Sales Targets
- Excel
- Financial Analysis
- Wealth Platforms
Qualifications
- Bachelor's Degree in Finance or Business Administration
- Master's Degree (Preferred)
- CFA
- CFP
About Renmoney
renmoney.comRenmoney is a leading fintech company based in Nigeria that specializes in providing a range of financial services including personal and business loans, savings accounts, and investment products. With a focus on improving accessibility to banking services, Renmoney offers innovative solutions designed to meet the needs of both individuals and businesses. The company is committed to fostering financial inclusion by making financial products easily accessible and user-friendly through its platform.
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