Business Development Associate - Resident Capital Finance

Job Summary

Regius Asset Management Limited, a distinguished player in the financial services sector, is seeking a dynamic and results-driven Business Development Associate to join our team in Lagos. This role is pivotal to driving the growth of our Assets Under Management (AUM) through strategic sales of our diverse product and service offerings. You will serve a broad clientele, including retail investors, corporate entities, high net-worth individuals, and affluent clients. As a Business Development Associate, you will be at the forefront of our client engagement strategy, responsible for building and nurturing long-term relationships, managing investment portfolios, and delivering exceptional advisory services. This position offers a unique opportunity to work within a hybrid structure, collaborate with senior leadership, and contribute directly to the company's market expansion. If you possess a strong background in financial services sales and a passion for wealth management, we invite you to be part of our forward-thinking team.

Key Responsibilities

• Drive AUM Growth: Proactively identify and capitalize on opportunities to increase Assets Under Management by leveraging our comprehensive product suite and tailored service offerings.
• Client Relationship Development: Initiate, cultivate, and maintain robust relationships within targeted market segments, ensuring our services align perfectly with client needs and expectations.
• Portfolio Management: Effectively manage client portfolios, ensuring their financial goals are met, and their investments are optimized for maximum returns.
• Enhance Customer Experience: Deliver high-quality advisory services, provide valuable product and solution recommendations, and maintain strong client rapport to ensure exceptional customer satisfaction.
• Market Insight: Continuously monitor developments in financial markets and proactively propose innovative solutions to address evolving client needs and expectations.
• Reporting: Provide regular, comprehensive market reports to the management team, keeping them informed about market trends, challenges, and opportunities.
• Strategic Collaboration: Work closely with internal teams to align sales strategies with company objectives and ensure seamless service delivery.
• Cross-Selling: Identify opportunities to cross-sell other financial products to existing clients, thereby increasing client engagement and revenue.

Role Requirements & Qualifications

• Bachelor's degree or its equivalent in numerate or semi-numerate disciplines (e.g., Finance, Economics, Accounting, Business Administration).
• A minimum of 5 years of experience in financial services sales, wealth management, financial advisory, or a related field.
• Proven track record of building and maintaining client relationships, with strong relationship management skills.
• Extensive knowledge of finance, economics, and current developments in the financial industry.
• Good understanding of the company's business, values, and mission.
• Excellent oral and written communication skills to effectively interact with clients and colleagues.
• Ability to work with minimal supervision within a hybrid working structure.
• Strong negotiation skills, with the ability to influence effectively and manage C-suite executives, leaders, high-net-worth individuals, and other key stakeholders.

Skills Inventory

• Essential: Sales and business development expertise, financial advisory, portfolio management, client relationship management, market analysis, negotiation, communication, presentation skills.
• Preferred: Proficiency in CRM software (e.g., Salesforce), advanced Excel skills, knowledge of investment products (mutual funds, bonds, equities), and professional certifications such as CFA or CFP.