Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Affiliations
Timeline
Generic

Osayomwanbo Ediagbonya

Summary

A result – driven wealth management and private banking executive with over 12 years of financial services experience.

Maintains a record of successfully developing customized financial strategies to meet the needs of clients. Manages multiple portfolios with diligent attention and continual analysis of economic trends to determine appropriate asset allocation. A proven track record of success in building, leading and coaching high performing wealth management, compliance and investment management teams.

Strong performance in new business development, growth, and diversification.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Head, Business Development

ARM Investment Managers
05.2022 - Current

-Developing and implementing strategic business development plans to achieve company goals and objectives.

-Identifying new business opportunities and market trends to expand the company's reach and generate revenue.

-Building and managing relationships with potential clients, intermediaries, and key stakeholders.

-Leading and coordinating the sales team to meet sales targets and drive business growth.

-Conducting market research and analysis to identify potential target markets and niches.

-Collaborating with other departments, such as marketing and product development, to ensure a cohesive approach in meeting client needs.

-Providing guidance and support to the sales team in developing effective sales strategies and tactics.

-Monitoring and reporting on key performance indicators (KPIs) related to business development activities.

-Keeping up-to-date with industry trends, regulations, and best practices in wealth management.

-Representing the company at industry events, conferences, and networking opportunities to enhance brand visibility and reputation.

- Active involvement in preparation of financial year budget and development & implementation of strategies to achieve the budget.

-Review business case documents for new product / service offerings development.

Regional Manager

ARM Investment Managers
03.2019 - 05.2022

-Responsible for providing strategy, leadership and coaching of wealth advisors and managers with a keen focus on profitability in the region, operational excellence and prudent risk management.

-Monitor activities of the team to ensure budgeted revenue is achieved.

-Analyze performance results and develops tactical initiatives to bridge identified gaps based on set KPI.

-Communicates clients' requirements to the Product, Operations and Project team and work with them to ensure that products are delivered to clients' requirements and in line with agreed contractual terms.

-Ensures the team's compliance with Groups SOP and SLA policies and procedures.

Team Lead, Wealth Management

ARM Investment Managers
01.2017 - 03.2019

-Managed a team of Nine Wealth Advisors and provided wealth management services to HNI and UHNI's

-Developed financial planning recommendations, which incorporates cash flow management, asset protection, investment, retirement, estate, income tax, and education planning.

-Analyzed client's financial information; identified client's objectives, risk tolerance and circumstances to develop a thorough financial plan/retirement plan.

-Analyzed progress of investment implementation recommendations and executed necessary trades to ensure client portfolios were consistent with the firm's asset allocation recommendations.

-Performed quarterly review with clients to ensure needs aligned with portfolio management and re-profiling.

Relationship Manager, Wealth Management

ARM Investment Managers
01.2016 - 02.2018

-Worked closely with product specialists across the group and relationship managers offer wealth management services to clients.

-Responsible for supporting the implementation of strategic initiatives that sustain/improve the organization's competitive advantage within its operating environment.

-Provided financial, tax and estate planning and investment guidance to clients.

- Assisted in the implementation of the firm's compliance and other regulatory requirements.


Wealth Advisor

ARM Investment Managers
06.2013 - 01.2015

-Provided Relationship management and financial planning for HNI.

- Generated productive leads and signed up new customers. Prepared responses to Request for Proposals (RFP) for institutional clients and prospects. -Received recognition for contributing to the 25% increase in new accounts/investors.

-Analyzed prospective client's needs and presented suitable financing solutions. Provided financial tax estate planning and investment guidance

- Promote the company’s investment solutions to HNI's and maintain knowledge of a wide range of investment and financial products ranging from Fixed Income, Mutual Funds, Bonds, Equities, Derivatives in the Domestic and Global

SME Banking Officer ( New Business)

Standard Chartered Bank
08.2012 - 06.2013

-Acquisition of profitable new customers for SME banking.

-Analyzed and reviewed quality of potential and existing business to ensure maximum profitability.

-Identified and pursued sales opportunities and converted them into actual sales.

-Support sales and service distribution channels and ensure quality service to all customers.

-Implemented sales strategy to acquire, expand and retain profitable business relationships.

-Generated income through Retail FX, Investment Services and Bank Assurance services.

-Provision of timely and accurate financial information to customers.

-Analyzed customer profiles to identify appropriate products and provide value-added approaches to client issues.

-Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.

-Collaborated with compliance department to eliminate procedural errors and margin breaks.

-Developed strategies to grow client base and implemented appropriate sales plans to target prospective customers.

Executive Trainee

Intercontinental Bank PLC ( Now Access Bank PLC)
04.2009 - 07.2012

-Strategic marketing and acquisition of Individual accounts/reactivation of dormant Accounts

-Account relationship management

- Deposit mobilization

-Building and Maintaining relationships with SMEs/groups

-Conducting market research

-Managing/supervising a team responsible for driving the banks SMEs strategy

-Rendering daily, weekly and monthly branch reports

-Preparation of Management profitability report

MPR

-Processing of customer's credit request and its management

-Packaging of temporary overdrafts(TODs)and structured facilities

-Account relationship management

- Deposit mobilization

-Marketing of the Bank's products (Retail Banking). Customer Relationship management.

-Processing of various customers' request.

-Generating liabilities from individual and corporate clients.

- Provision of timely financial information to customers.

Education

MBA - Finance

Nasarawa State University
Keffi, Nigeria
02.2018

Bachelor of Science - Accounting

University of Benin
Benin City, Nigeria
11.2007

Skills

  • Performance Evaluations
  • Mentoring
  • Cross-Functional Collaboration
  • Financial Planning
  • Portfolio Management
  • Financial Analysis
  • Corporate Finance: Insurance Planning
  • Investment Planning: Estate Planning
  • Risk Management: Strategic Planning
  • P&L management:

Accomplishments

  • Exceeded objectives ( Revenue and AUM) on a regular basis.
  • Played a very strategic role in the development, registration and launch of 5 new mutual funds.
  • Grew AUM of the funds to $30M in the first 3 months.
  • Achieved proper compliance and accurate executive and Regulatory level reporting.
  • Awarded: -Most Inspirational Employee (2021), Sales Excellence Award (2021), People manager ( 2021), ARM Leadership Award(2021), CEO Commendation ( 2021,2022, 2023)
  • Manage a team of 83 Employees in the Retail, Mass Affluent, Private Wealth and Institutional Asset Management of ARM Investment Managers.

Certification

•Associate- Charted Institute of Investment and Securities, UK.

•Honorary Senior Member, Chartered Institute of Bankers of Nigeria (HCIB)

•SEC Sponsored Individual: Securities and Exchange Commission, Nigeria

•Certified Wealth Management Professional (CWMP)- Ethan Hathaway (2016)

•Certificate in Financial Planning- Florida State university (2015)

•Certificate in Investment Planning - Florida State University (2018)

•Certificate in Insurance Planning- Florida State University- (2018)

•Certificate in Income Tax Planning- Florida State University (2018)

•Certificate in Estate and Retirement Planning- Florida State University (2018)


Affiliations

Club Membership: IBB International Golf Club

Timeline

Head, Business Development

ARM Investment Managers
05.2022 - Current

Regional Manager

ARM Investment Managers
03.2019 - 05.2022

Team Lead, Wealth Management

ARM Investment Managers
01.2017 - 03.2019

Relationship Manager, Wealth Management

ARM Investment Managers
01.2016 - 02.2018

Wealth Advisor

ARM Investment Managers
06.2013 - 01.2015

SME Banking Officer ( New Business)

Standard Chartered Bank
08.2012 - 06.2013

Executive Trainee

Intercontinental Bank PLC ( Now Access Bank PLC)
04.2009 - 07.2012

MBA - Finance

Nasarawa State University

Bachelor of Science - Accounting

University of Benin

•Associate- Charted Institute of Investment and Securities, UK.

•Honorary Senior Member, Chartered Institute of Bankers of Nigeria (HCIB)

•SEC Sponsored Individual: Securities and Exchange Commission, Nigeria

•Certified Wealth Management Professional (CWMP)- Ethan Hathaway (2016)

•Certificate in Financial Planning- Florida State university (2015)

•Certificate in Investment Planning - Florida State University (2018)

•Certificate in Insurance Planning- Florida State University- (2018)

•Certificate in Income Tax Planning- Florida State University (2018)

•Certificate in Estate and Retirement Planning- Florida State University (2018)


Osayomwanbo Ediagbonya