• Application Deadline:
• Position: Strategy and Wealth Manager


• Job Type Full Time


• Qualification BA/BSc/HND , MBA/MSc/MA


• Experience 10 years


• Location Lagos


• City Lekki


• Job Field Finance / Accounting / Audit 
  

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:

• Identify and evaluate new business opportunities, and develop strategies to convert them into new clients


• Develop and maintain client relationships.


• Build a client base and follow up with the clients to close business deals.


• Develop business prospects for new and existing customers


• Develop and implement strategic plans to achieve business growth objectives.


• Lead the development and execution of business development strategies to drive revenue growth.


• Provide financial advisory to high net-worth clients and institutional entities on the ideal asset allocation structure.


• Prepare and deliver investment-related presentations to the management team and/or third-party clients as required.


• Ensure that customers understand the terms and conditions of subscriptions by explaining the benefits and features

Financial:

• Fund Mobilization upon resumption (a maximum of 60 days from the first day of resumption to achieve the agreed target).


• Ensuring cost-effective funds through deposit mobilisation.


• Generate new business and leads


• Track and report on key performance metrics related to business development activities.

Partnership Management:

• Identify and manage strategic partnerships that support business growth.


• Negotiate and manage contracts and agreements with partners and clients.


• Foster long-term relationships with key partners to ensure mutual success.

Leadership and Team Management:

• Lead and mentor a team of business development and wealth professionals.


• Foster a collaborative and results-driven team culture.


• Ensure the team is aligned with the company’s strategic goals and objectives.


• Providing information and market insights to the investment team


• Effective deal/rate negotiation

Compliance and Risk Management:

• Ensure all business development activities comply with relevant regulations and industry standards.


• Identify and mitigate risks associated with new business ventures.


• Adherence to internal policies and compliance

Reporting and Communication:

• Provide regular reports to the CEO and senior management on business development progress and outcomes.


• Communicate strategic plans and initiatives to internal and external stakeholders.

Job Requirements

• 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.