Strategy and Wealth Manager needed at Sigma Consult

Salary: ?1.2m

Experience Required: Minimum 10 years

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 financial planning, investment management, and risk assessment expertise will be key to delivering exceptional service and results

Job Responsibility

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) of ensuring cost-effective funds through deposit mobilization. 
• Generate new business and leads. 
• Track and report on key performance metrics related to business development. activities. Confidential Job Specification

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.

Education: 

• 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