Sales & Business Development Officer
Full-time
CredPal
Job title : Sales & Business Development Officer
Job Location : Lagos Deadline : October 01, 2026 Quick Recommended Links- We are seeking a highly driven Sales & Business Development professional to lead client acquisition, investment mobilisation, and commercial growth for Widestride International Limited's investment products, particularly the WIL Balanced Asset.
- The successful candidate will be responsible for building and converting a strong pipeline of High-Net-Worth Individuals (HNIs), corporates, institutional investors, family offices, associations, cooperatives, and other qualified investors, while developing strategic partnerships that increase Assets Under Management (AUM), revenue, and market presence.
- The role requires a commercially minded professional with strong knowledge of financial and investment products, excellent relationship-management capabilities, and a demonstrable track record of mobilising funds and closing investment mandates.
Responsibilities
- Drive investment mobilisation into the WIL Balanced Asset and other approved investment products across equities, fixed income, FX, and other SEC-approved asset classes, while identifying attractive investment opportunities and assessing relevant market risks.
- Achieve agreed monthly, quarterly, and annual AUM, revenue, and client acquisition targets.
- Identify, prospect, engage, and convert HNIs, corporates, institutional investors, family offices, cooperatives, and other qualified investors.
- Develop and maintain a strong pipeline of prospective investors and investment mandates.
- Build long-term relationships with existing clients to drive retention, repeat investment, referrals, and increased wallet share.
- Identify new markets, distribution channels, strategic partnerships, and opportunities for investment growth.
- Develop relationships with corporates, financial institutions, investment clubs, professional associations, and other organisations with significant investible funds.
- Present and market investment products, proposals, portfolio information, and performance reports to prospective and existing clients.
- Clearly communicate the structure, benefits, risks, and investment strategy of the WIL Balanced Asset.
- Demonstrate good understanding of Treasury Bills, bonds, money market funds, term deposits, equities, REITs, and other approved investment instruments.
- Work closely with the Treasury Portfolio Manager and Investment team to align client expectations with portfolio strategy.
- Provide market and client intelligence to support product development, pricing, positioning, and investment strategy.
- Monitor market developments, interest rates, yields, competitor products, investor behaviour, and emerging investment opportunities.
- Maintain accurate records of prospects, client engagements, investment commitments, and conversion status.
- Prepare weekly and monthly reports on investment mobilisation, AUM growth, revenue, pipeline value, conversion rates, and client acquisition.
- Develop forecasts for expected investment inflows and pipeline conversion.
- Represent Widestride at investor meetings, industry events, conferences, networking sessions, and business engagements.
- Ensure all investment sales activities comply with SEC regulations, AML/KYC requirements, internal policies, and approved marketing standards.
- Work with Compliance to ensure proper client onboarding, KYC documentation, and regulatory compliance.
- Provide regular commercial and business development updates to Executive Management.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, Banking & Finance, Business Administration, or a related field; relevant postgraduate qualifications are an added advantage.
- Minimum of 4 years of relevant experience in the Nigerian capital markets, investment management, securities trading, treasury, asset management, or a related financial services environment.
- Strong knowledge of Nigerian capital market operations and regulations, including SEC, NGX, FMDQ, CBN requirements, and applicable investment and trading guidelines.
- Demonstrated experience in investment research, securities analysis, trade execution, portfolio monitoring, valuation, and performance analysis across fixed income, equities, FX, or other approved asset classes.
- SEC Sponsored Individual/SEC registration or relevant professional certification such as CFA, CIS, CISI, ACT, ACA/ACCA is an added advantag e.
- Excellent quantitative, financial, and qualitative analytical skills, with strong numerical ability and the capacity to interpret financial statements, market data, and economic indicators.
- Advanced proficiency in Microsoft Excel and other MS Office tools, including financial modelling, data analysis, reporting, and presentation preparation.
- Familiarity with capital market and financial information platforms.
- Excellent writt
- We are seeking a highly driven Sales & Business Development professional to lead client acquisition, investment mobilisation, and commercial growth for Widestride International Limited's investment products, particularly the WIL Balanced Asset
Vacancy posted 8 days ago
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