Regional Head, Wealth Management at Zedcrest Capital Limited

JOB SUMMARY

• The Regional Head, Wealth Management - Abuja & Lagos will drive the strategic growth initiatives of Zedcrest Wealth, Abuja through effective sales, client acquisition, and effective relationship management. This role is critical in expanding the company's portfolio, building high-value relationships with institutional and high-net-worth clients, and positioning Zedcrest Wealth as a market leader in Asset Management and investment advisory services.

RESPONSIBILITIES 

• Develop comprehensive sales and business development strategies that align with organizational objectives to drive revenue growth and market expansion.
• Consistently provide leadership, guidance, and mentorship to the sales teams, including setting sales targets, reviewing and tracking periodic business performance, and identifying areas for improvement.
• Provide relevant training and support to the sales team as at when required.
• Identify and evaluate new and existing business opportunities, partnerships, and markets to expand the company's customer base and revenue streams.
• Build, maintain and deepen strong relationships with key clients, partners, and stakeholders to enhance customer satisfaction and loyalty.
• Prepare regular periodic reports for EXCOs and the board to review sales and business development effectiveness.
• Collaborate with other departments and other businesses within the group to align sales and business development efforts with overall organizational objectives.
• Lead negotiations with clients and partners to secure favourable contracts and agreements while ensuring compliance with company policies and legal requirements.
• Develop and manage sales and business development budgets, ensuring efficient allocation of resources to achieve desired outcomes.
• Continuously monitor industry trends, emerging technologies, and best practices in sales and business development to stay ahead of the curve and drive innovation within the organization.
• Oversee the development of proposals and presentations to potential clients.
• Act as the senior point of contact for major clients.
• Provide mentorship, support, and training to enhance the team's effectiveness.
• Track, analyse, and report on key performance indicators (KPIs) related to sales, market penetration, and client satisfaction. Use insights to refine strategies.
• Ensure that all business development activities comply with relevant regulatory requirements, ethical standards, and company policies.
• Mitigate risks associated with client acquisition and management.
• Support efforts to enhance Zedcrest Wealth's visibility and reputation in the market through participation in industry events thought leadership, and public relations activities.

REQUIREMENTS

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• A Master's degree or relevant professional certifications (e.g. CFA, MBA) will be an advantage.
• Minimum of 15 years of relevant experience in sales, business development, or relationship management, preferably within the financial services, wealth management, or asset management sectors.
• Proven track record in leading sales teams and driving business growth, particularly in the institutional and HNI segments.
• Experience working with financial products such as investments, asset management, and financial advisory services.
• Strong leadership and people management skills, with the ability to inspire and motivate teams.
• Excellent communication and presentation skills, with the ability to engage with senior executives and high-net-worth clients.
• Strategic thinking and problem-solving abilities, with a focus on results and market growth.
• Deep understanding of the asset management and wealth management landscape, including regulatory environments.
• Ability to negotiate complex deals and partnerships.
• Strong network within the financial services sector, particularly among institutional investors, family offices, and HNIs.