
Wealth Management Strategist
6 hours ago
About the Client
Kimberly Ryan Limited is a leading financial services provider. Our client empowers individuals and businesses with accessible and innovative financial solutions.
Responsibilities:
- Develop and implement strategies to grow retail, corporate, and high-net-worth individual liabilities to support lending operations.
- Drive digital adoption and optimize 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 (e.g., ACA, CFA, ACCA) is an added advantage.
- Minimum of 8-10 years of experience in wealth management, funds mobilization, or corporate banking, with at least 3 years in a leadership role.
- Proven track record in sourcing retail, corporate, and high-net-worth individual funds.
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