Job Summary
We seek to hire a suitable candidate to fill this position. The Business Development Officer is responsible for driving business growth, acquiring new high-net-worth clients, and expanding our wealth management portfolio. This role involves building strong client relationships, providing investment advisory services, and developing customized financial plans to meet clients' financial objectives.
- Minimum Qualification: Degree
- Experience Level: Mid level
- Experience Length: 4 years
Job Description/Requirements
The Business Development Officer is an important partner, who helps our clients to accumulate and preserve their wealth over the long term. The BDO will work with individuals, families, and institutional clients to provide them with sound investment advice and create custom solutions for their financial and investment needs. The role requires experience working with ultra and high-net-worth clients while contributing to the organic and inorganic growth of the firm.
Responsibilities:
- Identify and target potential high net-worth individuals, families, and institutional clients as prospective clients for the firm's wealth management services.
- Develop and implement sales strategies to meet revenue targets and Assets under Management (AUM) goals for the firm.
- Build and maintain strong relationships with existing and potential clients.
- Implement strategies to retain existing clients, including providing exceptional service and addressing client concerns promptly.
- Advising clients relative to their wealth management, investment, and financial planning needs
- Monitoring client portfolios for rebalancing and tax loss harvesting opportunities.
- Prepare and deliver regular reports to clients on the performance of their investments and the progress toward their financial goals.
- Relating with other professional partners such as Attorneys, Accountants, Custodians, Insurers, and Trustees
- Contributing articles and market reports for the firm’s publications
- Other duties may be assigned
Requirements:
- Minimum academic qualification of a bachelor's degree
- Chartered Financial Analyst (CFA) Charterholders or candidates working towards earning their Charter preferred
- Minimum of 4 years relevant experience in the financial services industry.
- Excellent verbal and written communication skills
- Problem-solving attitude and a customer-oriented mindset.
- Proficiency in Microsoft Office applications (Word, Excel, and PowerPoint) is a must
Benefits:
- Competitive compensation structure
- Health Insurance
- Production-based compensation structure
- Opportunities for partnership, profit-sharing, and commissions
Location: Abuja
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