Goldenbridge is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Fully licensed and regulated by the Nigerian Stock Exchange. Goldenbridge is one of the fastest growing investment and wealth management firm of its kind specializing in goals-based wealth management.
We are recruiting to fill the position below: Job 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.