BUSINESS STRATEGY DEVELOPMENT

• Develop and implement business development strategies to expand the firm’s client base and revenue streams

• Conduct market research to identify emerging investment opportunities and trends in Ghana, across the West African region and Global

• Analyze competitors’ offerings, market positioning, and identify gaps for business expansion.

CLIENT ACQUISITION & RELATIONSHIP MANAGEMENT

• Generate leads, initiate contact, and secure new business by targeting high-net-worth individuals (HNWI), corporate clients, and institutional investors

• Investment Analysis & Execution: Perform due diligence and financial analysis on investment opportunities. Liaise with market dealers, discount houses, and financial institutions to execute trades and manage fund placements. 

• Portfolio Management: Assist in managing client investment portfolios, ensuring alignment with investment objectives, risk profiles, and regulatory standards. Conduct regular portfolio reviews and provide strategic recommendations. 

• Maintain and deepen relationships with existing clients, ensuring consistent communication, exceptional service, and long-term partnerships.

• Provide clients with tailored investment solutions based on their needs and risk profile.

REVENUE GROWTH

• Meet and exceed set targets revenue generation, and business expansion

• Develop proposals, pitch decks, and presentations to potential clients

• Negotiate contracts and close deals in a timely manner.

MARKETING & BRANDING

• Collaborate with the marketing team to promote the firm’s brand and investment products to the target market

• Participate in industry events, conferences, and networking opportunities to elevate the firm’s market visibility and reputation

• Maintain a deep understanding of industry regulations, trends, and competitive forces to effectively position the firm.

COLABORATING & REPORTING

• Work closely with the senior management team and team leads to develop innovative investment products and solutions

• Provide regular updates and reports on business development activities, pipeline, and overall progress

• Ensure alignment with the firm’s overall strategic objectives and maintain adherence to regulatory standards.

MARKET & INTELLIGENCE RESEARCH

• Monitor market dynamics and identify potential investment sectors (e.g., real estate, energy, agriculture, financial services)

• Provide strategic insights on economic, financial, and regulatory changes in Ghana and the wider West African market.

• A Bachelor’s degree in Business Administration, Finance, Economics, Marketing or a

• related field. A Master’s degree (MBA) or professional certifications in investment

• management (CFA, CIMG) is a plus.

• Must have completed the Ghana Securities Industry Course

• Minimum of 5 years of experience in business development, sales, or relationship management in the financial or investment sector

• Demonstrable experience in acquiring high-net-worth clients, structuring investment deals, and meeting revenue targets

• Solid understanding of the investment landscape in Ghana, including market regulations and trends.

• Strong negotiation, communication, and presentation skills

• Ability to analyze financial data, market trends, and investment opportunities

• Ability to build relationships with key stakeholders at all levels

• Proficiency in Microsoft Office Suite, Google Space and CRM tools

• Self-motivated, results-oriented, and able to work independently

• Strong problem-solving and critical-thinking abilities

• Detail-oriented with a high level of professionalism and integrity

• Adaptable and able to thrive in a fast-paced, dynamic environment

• Excellent communication skills

• Competitive salary and performance-based incentives, commensurate with experience.