paul nwosu
@paulnwosu
I grow wealth portfolios and acquire high-value corporate, retail, and UHNI banking clients.
NigeriaWhat I'm looking for
At Advancly, I introduce investment products, research competitive rates, and attract investors across corporate, retail, UHNI, and FMCG markets. As part of a four-person team, I've helped attract ₦20 billion in fixed-deposit investments in nine months.
I've also driven private banking, investment advisory, portfolio management, and client acquisition at Renmoney Microfinance Bank and Keystone Bank. I build lasting relationships, revive dormant accounts, improve wealth-management processes, and turn service recovery into sales opportunities.
Experience
Work history, roles, and key accomplishments
Senior Wealth Manager
Advancly
Jan 2025 - Present (1 year 7 months)
Overcoming brand awareness barriers, introducing investment products, conducting market research, and attracting investors across various sectors. Part of a 4-man team that attracted 20Bn in Fixed Deposit investments in 9 months.
Senior Wealth Manager
Renmoney Microfinance Bank
Jul 2021 - Jan 2025 (3 years 6 months)
Drove customer acquisition and retention through private banking and wealth management. Part of a 16-man team that surpassed a N40Bn yearly budget, offering financial advisory to UHNIs, PFAs, and corporates.
Business Development Officer
Fewchore Finance Company Ltd
Aug 2020 - Mar 2021 (7 months)
Identified businesses requiring finance for contracts and projects. Handled financial and credit analysis, project financing, and loan monitoring and recovery.
Customer Relations Officer
Keystone Bank Ltd
Nov 2016 - Mar 2020 (3 years 4 months)
Provided retail accounts enrolled on alternate channels, issued Visa cards, booked salary advance loans, and opened twenty individual accounts daily. Developed marketing strategies and maintained client databases.
Customer Service Officer
Keystone Bank Ltd
Nov 2014 - Dec 2015 (1 year 1 month)
Provided customer enlightenment and enrollment on banking products, handled cheque processing, ATM card registration, and led branch e-product sales drive.
Assistant Manager
The Life Changers Orphanage
Nov 2013 - Aug 2014 (9 months)
Managed stock and store, purchased weekly supplies, computed staff salaries, handled new staff orientation, and reported on child welfare.
Computer Instructor
Ministry of Science and Technology
May 2012 - Oct 2013 (1 year 5 months)
Lead instructor for the Information and Communications department, developing study lessons and laboratory exercises for students.
Bulk Teller/Customer Information Officer
Guaranty Trust Bank
Sep 2010 - Mar 2011 (6 months)
Handled high value deposits, provided updated bank product information, and acted as first point of contact for customer complaints and resolution.
Education
Degrees, certifications, and relevant coursework
International Institute of Risk and Safety Management
Certificate, Health Safety Security and Environment
Health Safety Security and Environment Certificates 1, 2 & 3 from the International Institute of Risk and Safety Management, Minna, Nigeria.
Nigerian Institute of Management
Associate Member, Management
Associate Member of the Nigerian Institute of Management, Minna, Niger State, Nigeria.
Imo State University
Bachelor of Science, Geography and Environment Management
Bachelor of Science in Geography and Environment Management from Imo State University, Nigeria.
Tech stack
Software and tools used professionally
Availability
Location
NigeriaAuthorized to work in
Job categories
Skills
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