Job Offers at Zedcrest Capital Limited

JOB SUMMARY

• The Sales Advisor will support Zedcrest Securities in generating income in line with the company’s set target as well as business development strategies to expand clientele and drive market share. 

RESPONSIBILITIES

• Grow client base and ensure minimum target is exceeded.
• Development of tailored financial plans by gathering client data, conducting initial assessments, and preparing reports
• Being responsive to client inquiries about what the financial markets updates are to make financial plans, strategies and to proffer financial advice.
• Advising on financial strategies for Affluent, High Net-worth Individuals and Institutions clients by providing customised recommendations to help them meet their investment goals and other areas to help them reach financial objectives.
• Proffering investment products to help client meet their investment goals.
• Support the implementation and monitoring of investment portfolios. Prepare portfolio summaries, update financial performance records, and assist with investment rebalancing as needed.
• Conduct research on market trends, investment products, and financial strategies to inform client recommendations and portfolio decisions.
• Generate market intelligence for the consistent improvement of new/existing products.
• Become conversant with Zedcrest Securities’ products and services to assist with cross-selling opportunities, ensuring alignment with client goals.
• Ensure all interactions and transactions comply with internal policies and regulatory standards. Accurately maintain client records, documentation, and follow data security protocols.
• Any other assignment as may be assigned by your supervisor.

REQUIREMENTS

• Minimum of a bachelor's degree or its equivalent in numerate or semi-numerate disciplines such as Finance, Banking, Business Administration, etc.
• 2-10 years of relevant experience in sales, business development, or relationship management, within the financial services, wealth management, or asset management sectors.
• Pursuit of relevant certifications, such as CIS or other financial advisory courses, is a plus.
• Good presentation skills
• Proficiency in Microsoft Office Suite, with an aptitude for learning financial analysis tools and CRM platforms
• Able to understand and meet client needs with professionalism and courtesy.
• Strong research and analytical skills, with the ability to interpret financial data and identify key insights.
• Collaborative approach, with the ability to work effectively with colleagues and contribute to a positive team environment.
• Meticulous in managing data, documentation, and financial records to ensure accuracy and compliance.

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Qualifications

• Bachelor's degree in business administration, Finance, or a related field.
• Minimum of 2 years experience in SME banking, with a track record of successful business development and leadership across Business/SME Banking and Lending.
• Strong interpersonal and communication skills.
• Ability to understand and analyze financial data.
• Proactive and results-oriented.

Job role

Job Overview

• We are seeking proactive and detail-oriented SME Business Officers to join our business banking team. As an SME Business Officer, you will be responsible for cultivating and managing relationships with small and medium-sized enterprises (SMEs), providing them with tailored financial solutions, and contributing to the growth of our business banking proposition. 
• Build and maintain strong relationships with SME clients, understanding their financial needs and providing personalized solutions.
• Act as the primary point of contact for SME clients, ensuring exceptional service delivery.
• Identify new business opportunities within the SME sector and contribute to the growth of the company's SME portfolio.
• Collaborate with the SME Business Manager to implement business development strategies.
• Conduct financial consultations with SME clients to assess their requirements and recommend suitable banking, payment, and loan solutions.
• Stay informed about market trends and industry developments to provide informed financial advice.
• Assist SME clients in completing necessary documentation for banking, payment, and loan transactions.
• Ensure compliance with regulatory requirements and company policies in all client interactions.
• Collaborate with internal teams, including product development and risk management, to ensure the effective delivery of SME financial solutions.
• Provide feedback and insights to contribute to continuously improving products and services.
• Implement strategies to monitor and assess sales performance, ensuring that targets are met or exceeded.

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Job Summary

• The Portfolio Manager will assess our clients’ risk tolerance and perform significant market research to develop portfolios that maximize their financial gains. This role will involve the active management of the company’s mutual funds that will be rebalanced on a regular basis in line with the investment charter.
• A solid understanding of fixed income and equities markets, the asset management industry, and experience related to client service and/or portfolio management is required. The Portfolio Manager will be accountable for meeting a wide array of client needs and partnering with internal and external stakeholders to represent the investment team.

Responsibilities

• Craft investment packages and manage client expectations and transactions to achieve our client’s overall objectives.
• Responsible for managing fixed-income strategies across separately managed accounts and commingled vehicles, including mutual funds.
• Manage equity portfolios to maximize investment returns, while maintaining acceptable levels of risk based on management’s expectation.
• Write periodic market commentary for internal and external dissemination.
• Communicate with management about portfolio performance, market conditions and economic trends.
• Provide advice and guidance for investment opportunities in the global equities market.
• Perform comprehensive daily market research to maintain familiarity with current industry trends and technologies.
• Conducting market and economic research to inform investment decisions.
• Responsible for performance, oversight, and reporting for selected investment strategies on the Fixed income portfolio.
• Determine mix of assets and investments that are consistent with strategy mandates.
• Analyze alternative investment and risk scenarios (e.g., relative value, overall investment return, interplay of various asset classes, and comparative return of different markets).
• Communicate strategic shifts and changes in the marketplace to clients and internal customers.
• Manage one or more mutual funds and/or an assigned group of core investment portfolios.
• Develop and maintain a rigorous risk framework ensuring continuity with strategy directives, understanding of factor exposures, control of downside deviation and risk/reward methodologies.
• Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results.
• Attend client meetings and committee meetings as appropriate.
• Write periodic market commentary for internal and external dissemination.
• Accurately complete various compliance related reporting in a timely manner.

Requirement

• Bachelor’s degree in accounting, Banking and Finance, Economics and other related courses.
• Professional certification as a Chartered Financial Analyst (CFA), or similar qualification (ACS, ACA e.t.c), will be desirable.
• A minimum of 4 years’ professional portfolio management experience.
• Ability to conduct extensive data research and handle large datasets.
• Self-motivated, independent and resourceful.
• High level of curiosity, sense of ownership and accountability.
• Excellent analytical skills and research techniques.
• Highly organized and detail-oriented with proven ability to multi-task.
• Capable of communicating and expressing ideas clearly & concisely, in both written & oral formats.
• Capable of being objective and giving/taking constructive feedback.
• Must be able to operate in an autonomous and entrepreneurial environment.
• Ability to organize complex objectives into individual related tasks and measurable deliverable.

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Job Summary

• The Senior Research Analyst in the Research and Portfolio Management Unit of Zedcrest Wealth will be responsible for conducting in-depth investment research, analyzing financial markets, and providing data-driven insights to support portfolio decision-making. The ideal candidate will leverage quantitative and qualitative research methodologies to evaluate investment opportunities and risks, ensuring optimal portfolio performance.

Responsibilities

• Conduct comprehensive research and analysis on macroeconomic trends, financial markets, and investment instruments.
• Develop and maintain financial models to forecast asset performance and market trends.
• Provide investment recommendations based on thorough fundamental and technical analysis.
• Monitor and assess portfolio performance, identifying areas for optimization.
• Prepare detailed research reports, presentations, and market insights for internal and external stakeholders.
• Collaborate with the Research and Portfolio Management team to develop and implement investment strategies.
• Stay updated on regulatory changes, industry trends, and emerging market opportunities.
• Evaluate risk factors affecting portfolio assets and recommend risk mitigation strategies.
• Engage with external research firms, analysts, and investment professionals to gather relevant market intelligence.
• Support the development of innovative investment products and solutions tailored to client needs.

Requirement

• Bachelor's degree in Banking & Finance, Accounting, Economics and related courses. (Master’s degree or CFA certification is an advantage).
• Minimum of 3 years of experience in investment research, portfolio management, or related roles.
• Strong analytical skills with proficiency in financial modeling and data analysis.
• Solid understanding of capital markets, asset classes, and investment instruments.
• Proficiency in Bloomberg, Excel, and other financial analysis tools.
• Excellent communication and presentation skills with the ability to translate complex data into actionable insights.
• High level of attention to detail and strong problem-solving abilities.
• Ability to work independently and collaboratively in a fast-paced environment.
• Knowledge of regulatory frameworks and compliance standards in financial markets.
• Demonstrated track record of successful investment research and portfolio contributions.

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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.

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JOB SUMMARY

• We are seeking a qualified, motivated individual to join our organization as a Business Manager for Liquidity Solutions.
• As a Business Manager, you will be responsible for generating leads, creating loans and managing partners who rely on our quick and low collateral liquidity offerings for use-cases covering - invoice financing, asset financing. E-commerce BNPL credit and procurement financing.
• This role involves prospecting, business development, business analysis, partner relationship management, marketing and loan monitoring and providing actionable insights to support risk management strategy.

RESPONSIBILITIES

• Sourcing and profiling potential clients and prospective partners and ensure the maintenance of a clear closable pipeline.
• Work closely with head, commercial partnerships, other members of the team and internal stakeholders responding to immediate or anticipated funding opportunities that fit each partner’s strategic priorities.
• Develop and manage long-term strategic partnerships with financing partners.
• Carry out first level due diligence for potential partners and ensure basic risk and capacity analysis to determine credit type and size.
• Prepare liquidity approval and delivery management in collaboration with relevant internal functions
• Repayment follow-up and partnerships scale up
• Recommend risk mitigation strategies to ensure alignment with the organization's risk tolerance and financing partnership objectives.
• ⁠Marketing and awareness engagement
• Track key performance indicators (KPIs) and benchmarks to ensure performance of set targets.

REQUIREMENTS

• Master’s degree in Business, Finance, Economics, Accounting or any other numerate/analytical field of study.
• Minimum of 5-7 years of experience in business/value-chain lending covering use-cases such as invoice financing, asset financing, manufacturing input procurement financing, BNPL Credit, and other applicable commercial lending scenarios, preferably in a financial services institution.
• Strong analytical and quantitative skills.
• Proficiency in sales and marketing techniques.
• Excellent research and data analysis capabilities.
• Strong written and verbal communication skills.
• Customer service orientation
• Attention to detail and accuracy.
• Ability to work independently and as part of a team.
• Good critical-thinking skills; ability to effectively gather data, analyze and make well informed decisions.
• Proactiveness; going beyond the obvious, gathering complex data to get to the heart of issues.

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Qualifications

• At least 5 years of proven experience in wealth management, financial advisory or a similar role.
• Minimum of a bachelor's degree or its equivalent in numerate or semi-numerate disciplines such as Finance, Banking, Business Administration, etc.
• Strong relationship management skills.
• Extensive knowledge of finance, economics, and current developments in the industry.
• Good understanding of the company's business.
• Top-notch Communication skills - oral, written and presentation.
• Excellent negotiating skills, able to effectively influence/manage C-suite Executives, leaders, HNIs etc.
• Result oriented.
• Strategic thinking and leadership capabilities.
• Strong mathematical, analytical, and critical thinking skills.
• Demonstrate a strong sense of integrity, dependability, and confidentiality.
• A self-starter who is also a good team player.
• Proficiency with Microsoft Office suite.

Job role

• Implement strategic and innovative wealth management propositions across all products and platforms.
• Introduce strategic partnerships and innovations to enhance our value proposition.
• Initiate and develop client relationships in identified target markets.
• Maintain existing client relationships to increase wallet size and generate leads to buy investment products.
• Responsible for managing clients’ portfolios.
• Collaborate closely with various internal and external stakeholders to improve the client experience through process enhancements, client campaigns, client events, and new segment propositions.
• Drive customer experience through quality advisory, valuable product/solution offerings, and relationship management.
• Provide leadership to drive AUM and profitability targets.
• Monitor financial market developments and propose innovative solutions to address client needs/expectations.
• Provide regular market reports to management.