Strategy and Wealth Manager at Pathway Advisors Limited

Job Summary

• As a Strategy and Wealth Manager will be responsible for identifying and driving strategic growth opportunities for the Company.
• This role will involve developing and implementing business strategies, managing partnerships, and driving business growth.
• The ideal candidate’s expertise in financial planning, investment management, and risk assessment will be key to delivering exceptional service and results.

Key Responsibilities
Strategic Planning & Business Development:

• Identify and evaluate new business opportunities, and develop strategies to convert them into new clients
• Develop and maintain client relationships.
• Build a client base and follow up with the clients to close business deals.
• Develop business prospects for new and existing customers
• Develop and implement strategic plans to achieve business growth objectives.
• Lead the development and execution of business development strategies to drive revenue growth.
• Provide financial advisory to high net-worth clients and institutional entities on the ideal asset allocation structure.
• Prepare and deliver investment-related presentations to the management team and/or third-party clients as required.
• Ensure that customers understand the terms and conditions of subscriptions by explaining the benefits and features

Financial:

• Fund Mobilization upon resumption (a maximum of 60 days from the first day of resumption to achieve the agreed target).
• Ensuring cost-effective funds through deposit mobilisation.
• Generate new business and leads
• Track and report on key performance metrics related to business development activities.

Partnership Management:

• Identify and manage strategic partnerships that support business growth.
• Negotiate and manage contracts and agreements with partners and clients.
• Foster long-term relationships with key partners to ensure mutual success.

Leadership and Team Management:

• Lead and mentor a team of business development and wealth professionals.
• Foster a collaborative and results-driven team culture.
• Ensure the team is aligned with the company’s strategic goals and objectives.
• Providing information and market insights to the investment team
• Effective deal/rate negotiation

Compliance and Risk Management:

• Ensure all business development activities comply with relevant regulations and industry standards.
• Identify and mitigate risks associated with new business ventures.
• Adherence to internal policies and compliance

Reporting and Communication:

• Provide regular reports to the CEO and senior management on business development progress and outcomes.
• Communicate strategic plans and initiatives to internal and external stakeholders.

Job Requirements

• 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 10 years experience in business origination in Commercial Banks or Asset Management Companies, focusing on retail, SMEs, and corporate clients
• Proven track record of achieving sales targets and driving revenue growth.
• Excellent communication and presentation skills.
• Leadership and team management experience.
• Proficiency in Microsoft Office Suite and relevant business development tools.
• Superb interpersonal skills.
• A commitment to excellent customer service
• Strategic thinking and ability to analyze and solve problems quickly.
• Ability to work well with others and lead a team.