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Renmoney

Fintech offering loans, savings, and investments

Wealth Relationship Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeLagos, NigeriaNo salary listedHybrid

About the Job

Requirements

  • A bachelor's degree in Finance, Business Administration, or a related field is required.
  • A minimum of 3–5 years of experience in wealth management, financial advisory, or related fields is required.
  • Strong interpersonal and communication skills to connect with clients and understand their needs are required.
  • Strong analytical skills and knowledge of investment products, portfolio management, and financial planning are required.
  • Proficiency in financial analysis tools and software, including Excel and wealth management platforms, is required.
  • Demonstrated ability to meet and exceed sales targets and manage client relationships successfully is required.

Responsibilities

  • Conduct comprehensive financial assessments to understand individual clients’ investment needs and objectives.
  • Drive monthly bulk deposits of at least 250 million naira, based on business needs.
  • Develop and implement personalized investment strategies that align with clients’ financial goals while managing risk effectively.
  • Provide ongoing financial advice and keep clients updated on market trends, investment performance, and product offerings.
  • Build and maintain strong, long-lasting client relationships through regular communication and exceptional service.
  • Collaborate with cross-functional teams to offer clients investment, retirement, and estate planning services.
  • Stay up to date with market developments and industry trends to provide informed recommendations to clients.
  • Participate in client meetings and presentations to explain investment strategies and address concerns.

Desired Qualifications

  • A master’s degree or relevant professional certification, such as CFA or CFP, is a plus.

About the Company

Renmoney

Fintech offering loans, savings, and investments

Renmoney provides personal and business financial products, including loans, savings, and investments, designed to be simple, useful, and accessible. It uses data-driven insights to understand customers and tailor offerings to individual needs, enabling convenient loans to help people do more today, savings plans to stay on track with goals, and investments to grow money over time. The company differentiates itself by focusing on making finance easy and available to a broad audience, rather than restricting access, and by combining a flexible hybrid work model with customer-centric product design. Its goal is to help people manage money more effectively and reach their financial objectives.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Lagos, Nigeria
Founded
2012

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