Title: Business Development Executive
Location: Lekki Phase 1, Lagos
Employment Type: Full-time
Role Summary
- The Business Development Executive is responsible for sourcing, engaging, and managing relationships to drive asset growth and expanding the firm’s Fund Under Management (FUM).
- The role requires strategic prospecting, strong relationship management skills, and a deep understanding of wealth management and investment products.
Key Responsibilities
- Identify, prospect, and onboard High Net Worth Individuals and institutional prospects.
- Develop and execute strategic plans to grow Fund Under Management (FUM).
- Build and maintain long-term relationships with clients through personalized financial solutions.
- Fund mobilization
- Present investment opportunities, portfolio strategies, and market insights to prospective clients.
- Collaborate with investment and product teams to tailor offerings to clients.
- Maintain a robust pipeline of qualified leads and track progress using CRM tools.
- Organize client engagement events, investment forums, and networking sessions.
- Ensure compliance with regulatory standards and internal policies in client acquisition.
- Prepare periodic business development reports and performance metrics.
Key Performance Indicators (KPIs)
- Volume and value of new HNI accounts acquired.
- Growth in Fund Under Management attributable to individual efforts.
- Client retention and satisfaction levels.
- Conversion rate from leads to funded accounts.
- Number of strategic relationship engagements monthly/quarterly.
Qualifications & Experience
- Bachelor’s Degree in Finance, Business Administration, Economics, or related field (Master’s or professional certification is an advantage).
- Minimum of 8 years’ experience in wealth management, investment advisory, private banking, or financial services marketing.
- Proven track record of acquiring and managing HNI clients.
- Strong knowledge of investment products, capital markets, and portfolio strategies.
Competencies & Skills:
- Excellent relationship management and negotiation skills.
- High level of professionalism, discretion, and integrity.
- Strong presentation and communication skills.
- Results-driven mindset with strong commercial acumen.
- Ability to work independently and meet growth targets.
- Strong network within HNI, corporate and professional circles.
Application Closing Date
30th October, 2026.
Method of Application
Interested and qualified candidates should send their CV and Cover Letter to: hiring@goldenbridge.com.ng using the Job Title as the subject of the mail.