Strategy and Wealth Manager at Pathway Asset Management Limited (PAM)

⏲ Sep 16, 2024, 9:54 PM
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Pathway Asset Management Limited (PAM) was incorporated by the Corporate Affairs Commission (CAC) and licensed by the Securities and Exchange Commission (SEC) as a Funds/Portfolio Manager. We focus on wealth creation and preservation to retail, HNIs, government and institutional investors.

We are recruiting to fill the position below:

Job Title: Strategy and Wealth Manager

Location: Lekki Phase 1, Lagos
Department: Asset Management
Reports To: Managing Director
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:

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

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.
Providing information and market insights to the investment team
Effective deal/rate negotiation
Foster a collaborative and results-driven team culture.
Ensure the team is aligned with the company’s strategic goals and objectives.

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.
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.
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.