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Strategic Wealth Management Director
4 days ago
We are seeking a highly skilled Strategic Wealth Management Director to join our team at KimberlyRyanLimited.
About the RoleThis key position involves developing and implementing strategies to drive growth in retail, corporate, and High Net Worth Individual (HNI) liabilities.
The role requires optimizing digital channels for efficient onboarding, fund mobilization, and cross-selling opportunities.
Main Responsibilities- Develop and implement comprehensive strategies to grow retail, corporate, and HNI liabilities.
- Drive digital adoption and optimize digital channels for improved efficiency.
- Bachelor's degree in Finance, Economics, Business Administration, or related fields.
- Master's degree or relevant professional certification is an added advantage.
- Minimum 8-10 years of experience in wealth management, funds mobilization, or corporate banking.
- At least 3 years of experience in a leadership role.
- Proven track record in sourcing retail, corporate, and HNI funds.
Strong understanding of financial markets and instruments.
Excellent leadership and communication skills.
Ability to work under pressure and meet deadlines.
Familiarity with digital transformation and its application in the finance sector.
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