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.
-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.
-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.
-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.
-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.
-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
-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.
-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.
•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)
Club Membership: IBB International Golf Club
•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)