Pathway Asset Management Limited (PAM) was incorporated by the Corp-orate Affairs Commission (CAC) and licensed by the Securities and Exchange Commission (SEC) as a Fund/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: Wealth Management Officer
Location: Lekki, Lagos
Job Summary
- Liability Generation, you will be responsible for driving business growth by identifying and developing new business opportunities to generate liability for the company.
- You will work closely with high-net- worth individuals, families, and institutions to understand their financial needs and offer tailored solutions that meet their objectives while generating liability for the company.
Responsibilities
- Develop and implement comprehensive strategies to generate liability for the company through wealth management services.
- Identify and cultivate relationships with high-net-worth individuals, families, and institutions to generate new business opportunities.
- Stay informed about market trends and developments in wealth management and liability generation.
- Meet or exceed revenue targets and other performance metrics.
- Participate in marketing initiatives, networking events, and industry conferences to raise the firm’s visibility and attract new clients.
- Act as liaison between the firm and clients; representing firm to clients and clients to firm.
- Regularly provide feedback to the Asset Management team from interactions with potential & existing clients
- Conduct in-depth financial analyses to understand clients’ financial goals, risk tolerance, and investment preferences.
- Recommend and implement wealth management solutions that meet clients’ needs and generate liability for the company.
- Collaborate with internal teams, including finance managers to deliver integrated wealth management solutions.
Job Specification
Education:
- 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 3 years’ experience in business origination and currently working in a similar role and in a Tier 1 and Tier 2 Commercial Banks or Asset Management Companies, focusing on retail, SMEs, and corporate clients.
- Strong understanding of financial markets, investment products, and portfolio management principles.
- Excellent communication skills with the ability to articulate complex investment concepts and build rapport with clients.
- Proven ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
- Proficient in the use of Excel, Word, and PowerPoint.
- Proven track record of generating liability and driving business growth.
- Strong understanding of wealth management products and services.
- Excellent communication and interpersonal skills.
- Preferred experience delivering on targets, deposit mobilization, reporting, and presentation skills.
- Demonstrated track record of success in managing client relationships, delivering investment performance, and achieving business growth targets.
How to Apply
Interested and qualified candidates should:
Click here to apply online
And
Send their Application and current CV to: [email protected] using the Job Title as the subject of the email
Application Deadline 16th April, 2025.
