Wealth Management Associate (Liabilities)
- Full-time
Company Description
Lendha is a financial technology company that is creating a credit-led financial operating system for SMEs in Africa with offices in Lagos and Ogun state.
Job Description
Role Overview
We are seeking a results-driven Wealth Management Associate (Liabilities) to drive financial growth by acquiring and managing client relationships. This role focuses on engaging business owners, high-net-worth individuals (HNWIs), and institutional clients, ensuring they access structured financial solutions tailored to their needs. The ideal candidate will be proactive in business development and possess a strong network to support Lendha’s financial expansion goals.
Key Responsibilities
- Meet, maintain, and exceed assigned targets and quotas related to financial mobilization and other assigned tasks.
- Develop and implement strategies to attract and onboard clients, focusing on growing financial assets.
- Build and nurture relationships with business owners, HNWIs, and institutional clients.
- Identify client needs and structure suitable financial solutions that align with Lendha’s objectives.
- Actively engage potential clients through networking, referrals, and strategic outreach.
- Monitor market trends and client behavior to identify new opportunities for financial growth.
- Ensure an excellent client experience by providing continuous support and financial advisory services.
- Work closely with internal teams to streamline client onboarding and financial transactions.
- Ensure compliance with regulatory requirements and company policies in all client interactions.
Qualifications
- Bachelor’s degree.
- 2+ years of experience in financial services, wealth management, or a similar role.
- Proven ability to develop and execute financial growth strategies.
- Strong client acquisition, relationship management, and negotiation skills.
- High level of professionalism, integrity, and attention to detail.
- Goal-oriented mindset with the ability to work independently and in a team.
Additional Information
Benefits and Perks
- HMO and other statutory benefits.
- Join a young, passionate, hungry and growing team of entrepreneurs & facilitators
- Flexible working hours.