
Wealth and Investment Strategist
3 days ago
About the Company:
Kimberly Ryan Limited is a leading financial services provider committed to empowering individuals and businesses with accessible and innovative financial solutions.
We are seeking an experienced professional to lead our wealth management team in developing and implementing strategies to grow retail, corporate, and high-net-worth individual (HNI) liabilities to support our lending operations.
The successful candidate will have a proven track record in sourcing retail, corporate, and HNI funds, with at least 8-10 years of experience in wealth management, funds mobilization, or corporate banking, and a minimum of 3 years in a leadership role.
Key Responsibilities:
- Develop and implement strategies to grow retail, corporate, and HNI liabilities
- Drive digital adoption and optimize digital channels for efficient onboarding, fund mobilization, and cross-selling opportunities
Requirements:
- Bachelor's degree in Finance, Economics, Business Administration, or related fields
- A Master's degree or relevant professional certification is an added advantage
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