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Business Development Executive
About this role
The role is for a Business Development Executive at GoldenBridge Asset Management Company in Lagos, focused on sourcing and managing relationships to grow assets and Funds Under Management (FUM). It targets professionals with a strong background in wealth management, investment products, and client acquisition, including high net worth individuals and institutional prospects. The company provides wealth management and investment services and is licensed and regulated by the Nigerian Stock Exchange. The position is full-time and involves engaging clients, tailoring offerings, and driving strategic growth initiatives. Training and performance are linked to expanding FUM and building long-term client relationships.
What you would do
- Maintain a pipeline of qualified leads and track progress using CRM tools
- Mobilise funds and work to grow Funds Under Management (FUM)
- Ensure compliance with regulatory standards and internal policies in client acquisition
- Collaborate with investment and product teams to tailor client offerings
- Present investment opportunities, portfolio strategies, and market insights to clients
- Organise client engagement events, investment forums, and networking sessions
- Identify, prospect, and onboard high net worth individuals and institutional prospects
- Build and maintain long-term client relationships with personalised financial solutions
- Prepare periodic business development reports and performance metrics
- Develop and execute strategic plans to grow FUM
What they are asking for
- Minimum of 8 years’ experience in wealth management, investment advisory, private banking, or financial services marketing
- Bachelor’s Degree in Finance, Business Administration, Economics, or related field (Master’s or professional certification is an advantage)
- Proven track record of acquiring and managing high net worth clients
- Strong knowledge of investment products, capital markets, and portfolio strategies
- Strong network within HNI, corporate and professional circles
- High level of professionalism, discretion, and integrity
- Ability to work independently and meet growth targets
- Excellent relationship management and negotiation skills
- Strong presentation and communication skills
- Results-driven mindset with strong commercial acumen
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