Akintola Williams Deloitte is the Deloitte Touche Tohmatsu Limited (DTTL) member firm in Nigeria and the oldest indigenous professional services firm in Nigeria. The firm was established in 1952 by Mr. Akintola Williams, FCA, CFR, CBE, the doyen of the accountancy profession in Nigeria. Our approach to corporate responsibility is shaped by the recognition...
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Job Description
Strategic Leadership:
- Develop, communicate, and implement a clear business growth strategy aligned with the company's long-term vision and market positioning.
- Conduct regular market intelligence and competitor analysis to inform strategic decision-making and identify new opportunities for expansion.
- Lead cross-functional initiatives to drive innovation in product development, distribution, and client engagement.
- Collaborate with the executive team to set ambitious but achievable growth targets, and create actionable plans to deliver on these objectives.
Business Development:
- Identify, evaluate, and pursue new business opportunities and revenue streams across institutional, corporate, and high-net-worth client segments.
- Develop and refine value propositions for both existing and new products and services to ensure market relevance and competitiveness.
- Oversee the development and execution of targeted marketing and outreach campaigns to attract new clients and partners.
- Manage the entire business development lifecycle, from prospecting and pitching to negotiation and onboarding.
Partnerships & Alliances:
- Identify, negotiate, and establish strategic partnerships and alliances with key industry players, distribution channels, and service providers.
- Drive joint ventures, co-investment opportunities, and collaborative initiatives to broaden the firm’s market reach and capabilities.
- Maintain strong relationships with regulatory bodies, industry associations, and other stakeholders to enhance the firm’s reputation and influence.
- Monitor and evaluate the performance of partnerships to ensure alignment with strategic objectives and maximise value creation.
Client Relationship Management:
- Build and maintain trusted relationships with key clients, ensuring high levels of satisfaction and loyalty.
- Oversee the development of customised investment solutions tailored to client objectives and risk profiles.
- Implement processes to regularly gather and act on client feedback, ensuring continuous improvement in service delivery.
- Lead client review meetings, presentations, and events to strengthen engagement and showcase the firm’s capabilities.
Performance Monitoring:
- Establish and track key performance indicators (KPIs) and metrics to measure the success of growth initiatives.
- Prepare comprehensive business development reports and presentations for executive management and the board.
- Analyse performance data to identify trends, opportunities, and areas for improvement, and take corrective action as needed.
- Ensure transparency and accuracy in reporting, supporting data-driven decision-making across the organisation.
Risk & Compliance:
- Ensure all business growth activities are conducted in strict adherence to regulatory requirements, industry standards, and internal policies.
- Proactively identify, assess, and mitigate risks associated with new business initiatives, partnerships, and market entry.
- Work closely with legal, compliance, and risk management teams to address regulatory changes and emerging risks.
- Foster a culture of compliance and ethical conduct within the business growth function.
Qualifications & Experience
- MSc/MBA in Finance, Business Administration, Economics, or a related field.
- Minimum of 10 years’ experience in asset management, securities, investment banking, or related financial services.
- Demonstrated track record in business development, sales leadership, or corporate strategy within the financial sector.
- Strong understanding of investment products, capital markets, and regulatory frameworks.
- Excellent negotiation, communication, and stakeholder management skills.
- Proven ability to lead and inspire cross-functional teams.
Key Competencies:
- Strategic Thinking & Vision
- Leadership & People Management
- Business Acumen & Market Insight
- Relationship Building & Networking
- Results Orientation & Accountability
- Innovation & Change Management.
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Job Description
Strategic Leadership:
- Develop and implement a robust retail sales strategy aligned with the organisation’s overall growth objectives and market positioning.
- Conduct regular market analysis to identify emerging trends, client needs, and competitive opportunities in the retail investment space.
- Collaborate with product, marketing, and digital teams to ensure retail offerings remain innovative, relevant, and competitive.
- Lead strategic initiatives to expand geographic reach and penetrate new retail markets.
Sales Management & Execution:
- Set ambitious but achievable sales targets for the retail sales team and monitor performance against these objectives.
- Oversee the design and execution of sales campaigns, promotions, and initiatives to drive client acquisition and retention.
- Optimise sales processes, systems, and tools to enhance efficiency and effectiveness across all retail channels.
- Analyse sales data and market feedback to refine strategies and improve outcomes.
Channel Development & Optimisation:
- Develop and manage multi-channel sales strategies, including direct sales, digital platforms, financial advisers, and third-party distributors.
- Strengthen relationships with distribution partners to maximise reach and impact in the retail segment.
- Evaluate and introduce new sales channels and technologies to enhance client engagement and access.
- Ensure seamless integration and consistent messaging across all channels.
Client Relationship Management:
- Build and maintain strong relationships with retail clients, ensuring exceptional service and satisfaction.
- Oversee the development of tailored investment solutions and educational resources for retail investors.
- Implement feedback mechanisms to capture client insights and drive continuous improvement in service delivery.
- Lead client engagement initiatives, such as seminars, webinars, and events, to foster loyalty and trust.
Performance Monitoring & Reporting:
- Establish and monitor key performance indicators (KPIs) to measure sales effectiveness and market penetration.
- Prepare detailed sales reports and insights for executive management and the board.
- Utilise data analytics to assess trends, identify opportunities, and address challenges proactively.
- Ensure accuracy, transparency, and timeliness in all reporting activities.
Risk & Compliance:
- Ensure all retail sales activities comply with relevant regulatory requirements and internal policies.
- Proactively identify and mitigate risks associated with sales practices, client interactions, and market entry.
- Work closely with compliance, legal, and risk teams to maintain high standards of integrity and ethical conduct.
- Foster a culture of compliance and responsible selling across the retail sales function.
Qualifications & Experience
- MSc / MBA in Business, Finance, Marketing, or a related field.
- Minimum of 10 years’ experience in retail sales, asset management, financial services, or related sectors.
- Proven track record in leading successful retail sales teams and delivering sustained growth.
- Strong knowledge of investment products, retail distribution channels, and regulatory frameworks.
- Excellent communication, negotiation, and stakeholder management skills.
- Demonstrated ability to drive innovation and adapt to changing market dynamics.
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Job Description
Portfolio & Investment Management:
- Oversee the design, implementation, and monitoring of investment strategies for institutional clients, ensuring alignment with client objectives and risk profiles.
- Conduct regular portfolio reviews, performance analysis, and rebalancing as required to optimise returns and manage risk.
- Collaborate with research, product, and risk teams to incorporate market insights and best practices into portfolio construction.
- Ensure rigorous adherence to investment mandates, guidelines, and regulatory requirements.
Client Relationship Management:
- Serve as the primary point of contact for institutional clients, building and maintaining long-term, trusted relationships.
- Lead the development and delivery of customised investment proposals, presentations, and reporting materials for clients.
- Proactively address client queries, concerns, and feedback, ensuring timely and effective resolution.
- Organise and lead regular client meetings, portfolio reviews, and educational sessions to enhance engagement and satisfaction.
Business Development & Growth:
- Identify, pursue, and secure new institutional mandates and opportunities for asset growth.
- Develop and execute strategies to deepen existing client relationships and cross-sell relevant products and services.
- Represent the firm at industry events, conferences, and networking opportunities to enhance visibility and credibility in the institutional space.
- Collaborate with the sales and marketing teams to develop targeted campaigns and thought leadership content for institutional audiences.
Team Leadership & Development:
- Lead, mentor, and develop a team of portfolio managers, analysts, and support staff, fostering a culture of excellence and collaboration.
- Set clear objectives and performance expectations for team members, providing regular feedback and coaching.
- Encourage ongoing professional development and knowledge sharing within the team.
- Promote diversity, inclusion, and ethical conduct in all team activities.
Performance Monitoring & Reporting:
- Establish and monitor key performance indicators (KPIs) for client portfolios and team activities.
- Ensure the timely and accurate preparation of performance reports, investment commentary, and regulatory disclosures.
- Analyse investment performance, attribution, and risk metrics to identify areas for improvement and innovation.
- Present portfolio and business performance updates to senior management and relevant committees.
Risk Management & Compliance:
- Ensure all activities comply with relevant regulatory requirements, industry standards, and internal policies.
- Identify, assess, and mitigate risks associated with portfolio management, client mandates, and market developments.
- Work closely with compliance, legal, and risk teams to address regulatory changes and ensure best practice.
- Foster a culture of compliance, transparency, and responsible investing within the team.
Qualifications & Experience
- Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s/CFA/CAIA preferred).
- Minimum of 8 years’ experience in institutional asset management, portfolio management, or related investment roles.
- Proven track record in managing institutional portfolios and delivering superior investment outcomes.
- Strong understanding of investment products, asset allocation, and risk management frameworks.
- Excellent communication, presentation, and stakeholder management skills.
- Experience leading and developing high-performing teams.
Key Competencies:
- Investment & Analytical Acumen
- Leadership & Team Management
- Client Relationship Management
- Business Development & Growth Mindset
- Results Orientation & Accountability
- Risk Awareness & Compliance.
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Key Responsibilities
Wealth Management & Advisory:
- Provide strategic oversight for the development and implementation of tailored wealth management solutions, including portfolio construction, estate planning, tax optimisation, and alternative investments.
- Conduct regular reviews of client portfolios to ensure alignment with financial goals, risk tolerance, and market conditions.
- Collaborate with internal and external experts to deliver holistic advice on investments, insurance, philanthropy, and succession planning.
- Ensure all advisory activities adhere to regulatory requirements and the firm’s ethical standards.
Client Relationship Management:
- Build and maintain trusted relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs.
- Lead client onboarding processes, ensuring a seamless transition and clear understanding of services and expectations.
- Proactively address client queries, concerns, and feedback, delivering timely and effective solutions.
- Organise and lead regular client meetings, portfolio reviews, and educational sessions to foster engagement and loyalty.
Business Development & Growth:
- Identify and pursue new business opportunities to expand the private wealth client base and increase assets under management.
- Develop and execute targeted marketing and networking initiatives to attract new clients and enhance the firm’s market presence.
- Leverage referrals, partnerships, and industry events to build a robust pipeline of potential clients.
- Collaborate with product and marketing teams to develop and promote innovative wealth management solutions.
Performance Monitoring & Reporting:
- Establish and track key performance indicators (KPIs) for client portfolios, team activities, and business development efforts.
- Ensure the timely and accurate preparation of client reports, investment commentary, and regulatory disclosures.
- Analyse portfolio performance, client satisfaction data, and market trends to identify opportunities for improvement and innovation.
- Present business and performance updates to senior management and relevant committees.
Risk Management & Compliance:
- Ensure all wealth management activities comply with relevant regulatory requirements, industry standards, and internal policies.
- Identify, assess, and mitigate risks associated with client portfolios, investment strategies, and market developments.
- Work closely with compliance, legal, and risk teams to address regulatory changes and uphold best practices.
- Foster a culture of compliance, transparency, and responsible investing within the team.
Qualifications & Experience
- Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s/CFA/CFP preferred).
- Minimum of 8 years’ experience in private wealth management, financial advisory, or related roles.
- Proven track record in managing high-net-worth client relationships and delivering tailored wealth solutions.
- Strong understanding of investment products, financial planning, and regulatory frameworks.
- Excellent communication, presentation, and interpersonal skills.
- Experience leading and developing high-performing teams.
Method of Application
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