Head of Private Wealth and Business Development at Cordros Asset Management Limited

Job Expired

Head of Private Wealth and Business Development

Location: Lagos
Reporting To: Managing Director
Job Type: Permanent

Job Description

  • Developing periodic sales reports showing trends, and current state of managed portfolio of funds under management and sales projections.
  • Responsible for developing and implementing product sales and growth strategy for the business development team.
  • Deep understanding of the issues and challenges faced by Ultra High Net Worth individuals and wealthy families.
  • Exceptional understanding of the full range of investment expertise in wealth management and related products, services and processes
  • Excellent knowledge of the investment and financial markets.
  • The individual will be expected to drive incremental, profitable growth by leveraging existing relationships and building new ones, consistently demonstrating a clear understanding of client issues and deployment of innovative solutions.
  • Generating new and creative ideas for new product development to broaden the range of investment management services available to clients.
  • Responsible for strategic account acquisition and aggressive identification, prioritizing, and management of corporate relationships with strategic partners that have sufficient reach to provide business development results for the business.
  • Promoting Cordros Asset Management’s products and services offered to HNI &UHNI market.
  • Conducting comprehensive reviews to analyze financial data and provide recommendations for modifications based on client’s risk tolerance, goals, objectives and individual preferences.
  • Transferring market and specific client knowledge to Relationship Managers and other relevant internal stakeholders that would enhance client relationships.
  • Arranging business meetings and one-on-one conversations with prospective clients.
  • Applying advanced knowledge of financial products, services, and strategies to provide a holistic advice.
  • Building trust and long-term relationships with clients/customers.
  • Managing records of sales, revenue, and other important data.
  • Supervising the activities of the business development team to meet their targets.
  • The position is a senior position and will be expected to establish and maintain strong relationships with Ultra High Net Worth individuals and wealthy families.

Education & Experience

  • A bachelor’s degree in Business Administration, Economics or any relevant discipline
  • A minimum of 10 years’ experience in Investment/Wealth Management or Financial Services, of which a minimum of 6 years must have been spent within the business development function.
  • The preferred candidate must have a proven track record of leading a team.
  • The candidate must have a proven track record of managing HNI’s and Institutions.

Required Skills:

  • Financial Planning Skills
  • Excellent communication and interpersonal skills
  • Excellent organization and time management skills
  • Demonstrable business development experience with HNI &UHNI
  • Good analytical and problem-solving skills
  • Ability to work independently and in a team
  • Excellent presentation skills
  • Ability to present ideas in business-friendly and user-friendly language
  • Exceptionally self-motivated and directed
  • Keen attention to details
  • Highly collaborative and thrives well in a fast-paced work environment.
  • Excellent business acumen
  • Highly motivated with a desire to take advantage of new opportunities
  • Time management and organizational skills
  • Sales/ Marketing Skills
  • Coaching/Mentoring Skills
  • Confident negotiation skills
  • Eager to expand the company with new sales, clients, and territories
  • Able to analyze data and sales statistics and translate results into better solutions
  • Experienced at preparing and presenting quarterly goals and forecasts for future projects

Application Deadline
Not Specified.

Method of Application

Interested and qualified candidates should:
Click here to apply online

More Information

  • This job has expired!

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