Strategy and Wealth Manager
Strategy and Wealth Manager
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Job Description
Location: Lekki Lagos
Job Summary:
The Strategy and Wealth Manager will be responsible for driving strategic growth opportunities for the company by developing and executing business strategies managing key partnerships and fostering business expansion. This role requires expertise in financial planning investment management and risk assessment to deliver exceptional service and results to clients particularly highnetworth individuals and institutional clients.
Strategic Planning & Business Development:
- Identify and assess new business opportunities and develop strategies to convert them into clients.
- Build develop and maintain strong client relationships ensuring effective followup and closing of business deals.
- Generate business prospects for new and existing customers ensuring sustained business growth.
- Design and implement strategic plans to meet business growth objectives.
- Lead the execution of business development strategies that will contribute to revenue growth.
- Provide financial advisory services to highnetworth clients and institutions focusing on optimal asset allocation.
- Prepare and deliver investment presentations to senior management and clients as required.
- Ensure clients fully understand the benefits and terms of services provided.
Financial Responsibilities:
- Achieve targeted fund mobilization within 60 days of resumption by securing costeffective deposits.
- Generate and track new business leads while monitoring key performance metrics related to business development activities.
- Regularly report on business development progress and outcomes.
Partnership Management:
- Identify and manage strategic partnerships to support business growth.
- Negotiate and manage contracts and agreements with partners and clients.
- Cultivate longterm relationships with key partners to ensure mutual success.
Leadership & Team Management:
- Lead and mentor a team of business development and wealth professionals ensuring alignment with the company s strategic goals.
- Create and foster a collaborative resultsoriented team culture.
- Provide relevant market insights and strategic guidance to the investment team.
- Oversee effective deal and rate negotiations to maximize business opportunities.
Compliance & Risk Management:
- Ensure that all business development activities comply with relevant industry regulations and standards.
- Identify and mitigate risks associated with new business ventures.
- Maintain adherence to internal policies and compliance procedures.
Reporting & Communication:
- Provide regular updates and reports to the CEO and senior management regarding business development progress and outcomes.
- Effectively communicate strategic plans and initiatives to internal and external stakeholders.
Requirements
Required Qualifications:
Educational Requirements:
- Bachelor s degree in business administration Finance Economics or a related field.
- An MBA or relevant Master s degree is an advantage.
- Bachelor s degree in business administration Finance Economics or a related field.
Experience:
- Minimum of 10 years experience in business origination ideally within Commercial Banks or Asset Management Companies.
- Proven success in managing retail SME and corporate client portfolios.
- Strong track record of achieving sales targets and driving revenue growth.
- Minimum of 10 years experience in business origination ideally within Commercial Banks or Asset Management Companies.
Skills & Competencies:
- Exceptional communication and presentation skills.
- Leadership experience with proven team management skills.
- Proficiency in Microsoft Office Suite and relevant business development tools.
- Excellent interpersonal skills and a customercentric approach.
- Ability to think strategically and solve complex problems quickly.
- A strong ability to work collaboratively and lead teams effectively.
- Exceptional communication and presentation skills.
Benefits
- Competitive Salary:monthly.
- PerformanceBased Incentives: Opportunities for bonuses and performancebased rewards.
- Health Insurance: Comprehensive medical coverage.
- Retirement Benefits: Pension plan and retirement savings options.
- Professional Development: Opportunities for further training and career growth.
- WorkLife Balance: Flexible working hours and paid time off.
- Team Environment: A collaborative dynamic work environment focused on growth and success.
This is an exciting opportunity for a seasoned professional to play a pivotal role in a dynamic company that is committed to growth and client success. If you are passionate about driving strategic initiatives and delivering financial solutions we would love to hear from you!
Employment Type
Full Time
