Wealth Manager (Liability Generation) at VendorCredit – Apply Now

Job Description

• As a Wealth Manager – Liability Generation, you will be responsible for driving business growth by identifying and developing new business opportunities to generate liability for the company.
• You will work closely with high-net-worth individuals, families, and institutions to understand their financial needs and offer tailored solutions that meet their objectives while generating liability for the company.

Key Responsibilities

• Develop and implement comprehensive strategies to generate liability for the company through wealth management services.
• Identify and cultivate relationships with high-net-worth individuals, families, and institutions to generate new business opportunities.
• Conduct in-depth financial analyses to understand clients’ financial goals, risk tolerance, and investment preferences.
• Recommend and implement wealth management solutions that meet clients’ needs and generate liability for the company.
• Collaborate with internal teams, including finance managers to deliver integrated wealth management solutions.
• Stay informed about market trends and developments in wealth management and liability generation.
• Meet or exceed revenue targets and other performance metrics.
• Participate in marketing initiatives, networking events, and industry conferences to raise the firm’s visibility and attract new clients.

Qualifications

• Required: 5 years of sales and business development experience in banking or fintech companies.
• Proven track record of generating liability and driving business growth.
• Strong understanding of wealth management products and services.
• Excellent communication and interpersonal skills.
• Preferred experience delivering on targets, deposit mobilization, reporting, and presentation skills.
• Demonstrated track record of success in managing client relationships, delivering investment performance, and achieving business growth targets.
• Strong understanding of financial markets, investment products, and portfolio management principles.
• Excellent communication skills with the ability to articulate complex investment concepts and build rapport with clients.
• Proven ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.