Pathway Asset Management Limited (PAM) was incorporated by the Corporate Affairs Commission (CAC) and licensed by the Securities and Exchange Commission (SEC) as a Funds/Portfolio Manager. We focus on wealth creation and preservation to retail, HNIs, government and institutional investors.
We are recruiting to fill the following positions below:
1.) Wealth Officer
Job Location: Lekki Phase 1, Lagos
Employment Type: Full Time
Work Mode: Onsite (Monday – Friday)
Department: Asset Management
Reports To: Strategy and Wealth Manager
Job Description
As a Wealth Officer – Liability Generation, you will be responsible for driving business growth by identifying and developing new business opportunities to generate liability for the company.
You will work closely with high-net-worth individuals, families, and institutions to understand their financial needs and offer tailored solutions that meet their objectives while generating liability for the company
Key Responsibilities
Develop and implement comprehensive strategies to generate liability for the company through wealth management services.
Identify and cultivate relationships with high-net-worth individuals, families, and institutions to generate new business opportunities.
Conduct in-depth financial analyses to understand clients’ financial goals, risk tolerance, and investment preferences.
Meet or exceed revenue targets and other performance metrics.
Participate in marketing initiatives, networking events, and industry conferences to raise the firm’s visibility and attract new clients.
Recommend and implement wealth management solutions that meet clients’ needs and generate liability for the company.
Collaborate with internal teams, including finance managers to deliver integrated wealth management solutions.
Stay informed about market trends and developments in wealth management and liability generation.
Act as liaison between the firm and clients; representing firm to clients and clients to firm
Regularly provide feedback to the Asset Management team from interactions with potential & existing clients.
Qualifications
Required: 5 years of sales and business development experience in banking or fintech companies.
Proven track record of generating liability and driving business growth.
Strong understanding of wealth management products and services.
Excellent communication and interpersonal skills.
Preferred experience delivering on targets, deposit mobilization, reporting, and presentation skills.
Demonstrated track record of success in managing client relationships, delivering investment performance, and achieving business growth targets.
Strong understanding of financial markets, investment products, and portfolio management principles.
Excellent communication skills with the ability to articulate complex investment concepts and build rapport with clients.
Proven ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
Proficient in the use of Excel, Word and PowerPoint.
Click here to apply online
2.) Fund / Portfolio Manager
Job Location: Lekki Phase 1, Lagos
Employment Type: Full Time
Reports To: Managing Director
Work Mode: Onsite (Monday – Friday)
Job Description
The Portfolio Manager will be responsible for managing investment portfolios, conducting thorough research, making investment decisions, and ensuring that the portfolios align with the clients’ financial goals and risk tolerance.
The role involves continuous monitoring of financial markets, rebalancing portfolios, and optimizing returns for clients.
Key Responsibilities
Portfolio Management:
Develop and implement investment strategies for individual and institutional clients, aiming to maximize returns within the client’s risk tolerance.
Monitor and adjust portfolios in response to market conditions, economic trends, and changes in clients’ objectives.
Conduct regular portfolio reviews and rebalancing to maintain alignment with clients’ goals and market developments.
Investment Research & Analysis:
Analyze financial statements, market trends, and economic indicators to identify potential investment opportunities.
Conduct due diligence on assets, including stocks, bonds, mutual funds, real estate, and other investment vehicles.
Stay informed of developments in global financial markets and industry trends.
Client Relationship Management:
Work closely with clients to understand their financial goals, risk tolerance, and investment preferences.
Provide regular updates and reports to clients, explaining portfolio performance and any changes made.
Communicate investment strategies, market outlook, and recommendations to clients in a clear and concise manner.
Risk Management:
Identify and manage risks associated with investment portfolios.
Ensure compliance with regulatory requirements and company policies.
Implement appropriate hedging strategies when necessary to mitigate potential risks.
Performance Monitoring & Reporting:
Track and report on the performance of managed portfolios, comparing against benchmarks and targets.
Prepare comprehensive performance reports for internal review and client presentations.
Weekly, Monthly and Quarterly portfolio Performance
Quarterly SEC Returns Report.
Collaboration & Teamwork:
Liaise with the custodian on various matters.
Collaborate with the investment team, including analysts and traders, to develop and execute investment strategies.
Work with other departments, such as legal, compliance, and client services, to ensure seamless operations and adherence to regulations.
Participate in investment committee meetings and contribute to the development of firm-wide investment strategies.
Key Qualifications
Education:
Bachelor’s Degree in Finance, Economics, Business Administration, or a related field.
MBA or Master’s degree in Finance or related field is preferred.
Experience:
Minimum of 5 years of experience in portfolio/fund management, investment analysis, or related fields.
Must be registered with the Securities and Exchange Commission (SEC) as fund and portfolio manager.
Proven track record of managing investment portfolios and achieving consistent performance results in an Asset management firm.
Skills & Competencies:
Strong analytical skills with the ability to interpret complex financial data and market trends.
In-depth knowledge of various asset classes, including equities, fixed income, and alternative investments.
Excellent communication and presentation skills, with the ability to convey complex information to clients and stakeholders.
Strong attention to detail and ability to work under pressure in a fast-paced environment.
Proficiency in financial modeling, portfolio management software, and other relevant tools.
Proficient in Microsoft Excel, PowerPoint, and Word.
Click here to apply online
3.) Strategy and Wealth Manager
Job Location: Lekki Phase 1, Lagos
Department: Asset Management
Reports To: Managing Director
Employment Type: Full-Time
Work Mode- Onsite (Monday – Friday)
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 expertise in financial planning, investment management, and risk assessment will be key to delivering exceptional service and results.
Key Responsibilities
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).
Ensuring cost-effective funds through deposit mobilisation.
Generate new business and leads
Track and report on key performance metrics related to business development activities.
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.
Job Requirements
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.
Superb interpersonal skills.
A commitment to excellent customer service
Excellent communication and presentation skills.
Leadership and team management experience.
Proficiency in Microsoft Office Suite and relevant business development tools.
Strategic thinking and ability to analyze and solve problems quickly.
Ability to work well with others and lead a team.
Click here to apply online
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