Job Title: Strategy and Wealth Manager
Department: Asset Management
Reports To: Managing Director
Location: Lekki Phase 1
Employment Type: Full-Time
Work Mode- Onsite (Monday – Friday)
Job Summary:
As a Strategy and Wealth Manager will be responsible for identifying and driving strategic growth opportunities
for the Company. This role will involve developing and implementing business strategies, managing
partnerships, and driving business growth. The ideal candidate’s expertise in financial planning, investment
management, and risk assessment will be key to delivering exceptional service and results.
Key Responsibilities:
- Strategic Planning & Business Development:
o Identify and evaluate new business opportunities, and develop strategies to convert
them into new clients
o Develop and maintain client relationships.
o Build a client base and follow up with the clients to close business deals.
o Develop business prospects for new and existing customers
o Develop and implement strategic plans to achieve business growth objectives.
o Lead the development and execution of business development strategies to drive
revenue growth.
o Provide financial advisory to high net-worth clients and institutional entities on the ideal
asset allocation structure.
o Prepare and deliver investment-related presentations to the management team and/or
third-party clients as required.
o Ensure that customers understand the terms and conditions of subscriptions by explaining
the benefits and features - Financial:
o Fund Mobilization upon resumption (a maximum of 60 days from the first day of
resumption to achieve the agreed target).
o Ensuring cost-effective funds through deposit mobilisation.
o Generate new business and leads
o Track and report on key performance metrics related to business development
activities. - Partnership Management:
o Identify and manage strategic partnerships that support business growth.
o Negotiate and manage contracts and agreements with partners and clients.
o Foster long-term relationships with key partners to ensure mutual success. - Leadership and Team Management:
o Lead and mentor a team of business development and wealth professionals.
o Foster a collaborative and results-driven team culture.
o Ensure the team is aligned with the company’s strategic goals and objectives.
o Providing information and market insights to the investment team
o Effective deal/rate negotiation - Compliance and Risk Management:
o Ensure all business development activities comply with relevant regulations and industry
standards.
o Identify and mitigate risks associated with new business ventures.
o Adherence to internal policies and compliance - Reporting and Communication:
o Provide regular reports to the CEO and senior management on business
development progress and outcomes.
o Communicate strategic plans and initiatives to internal and external stakeholders.
Job Requirement: - Bachelor’s degree in Business Administration, Finance, Economics, or a related field; MBA or
relevant Master’s degree is a plus. - Only candidates with a minimum of 10 years experience in business origination in Commercial
Banks or Asset Management Companies, focusing on retail, SMEs, and corporate clients - Proven track record of achieving sales targets and driving revenue growth.
- Excellent communication and presentation skills.
- Leadership and team management experience.
- Proficiency in Microsoft Office Suite and relevant business development tools.
- Superb interpersonal skills.
- A commitment to excellent customer service
- Strategic thinking and ability to analyze and solve problems quickly.
- Ability to work well with others and lead a team.