The Role
The Wealth Manager is responsible for strategic growth, client relationship management, financial advisory, business development, compliance, and team leadership within the investment banking sector.
Summary Generated by Built In
Our client is a leading investment banking and financial advisory firm with expertise in mergers & acquisitions, capital raising, project and structured finance, and rating advisory services in Nigeria and Africa looking to hire a Wealth Manager. As a Wealth Manager, you 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 financial planning, investment management, and risk
assessment expertise will be key to delivering exceptional service and results.
Job Responsibilities
1. 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.
2. Financial:
• Fund Mobilization upon resumption (a maximum of 60 days from the first day of resumption to achieve the agreed target) of ensuring cost-effective funds through deposit mobilization.
• Generate new business and leads.
• Track and report on key performance metrics related to business development activities.
3. 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.
4. 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
5. 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
6. 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 Responsibilities
1. 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.
2. Financial:
• Fund Mobilization upon resumption (a maximum of 60 days from the first day of resumption to achieve the agreed target) of ensuring cost-effective funds through deposit mobilization.
• Generate new business and leads.
• Track and report on key performance metrics related to business development activities.
3. 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.
4. 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
5. 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
6. 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.
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 6 years’ experience in business origination and currently working in a similar role and in a Tier 1, Tier 2 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.
Skills Required
- Bachelor's degree in business administration, Finance, Economics, or a related field; MBA or relevant master's degree is a plus.
- Minimum of 6 years' experience in business origination in banks or asset management companies.
- 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.
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The Company
What We Do
eRecruiter Nigeria is a recruitment consultancy that helps employers find candidates by offering services in talent acquisition, recruitment, outsourcing, and payroll, aiming to reduce cost-per-hire.
