Head of Investment

ROLE: HEAD OF INVESTMENT

The Head of Investment department would be grossly responsible for the day-to-day operations and management of the Investment department including team members, sales, and ensuring adequate financial liquidity relevant to the business and financial activities.

Responsibilities:

• Develop and execute the department’s strategic objectives in line with the bank

• Provide strategic advice to the MD with accurate view of the market and the bank’s future.

• Innovate and develop attractive value-added deposit products and marketing strategies based on field experience.

• Lead and co-ordinate a portfolio of strategic sales and partnerships, related to growth initiatives to accelerate go-to market and drive commercial outcomes, overseeing team members.

• Prepare and implement comprehensive business plans to facilitate achievement by planning cost-effective operations and market development activities

• Drive and meet assigned sales targets and quota of the company

• Produce periodic reports for board, management and relevant stakeholders’ meetings

• Cultivate and maintain an active portfolio of HNI clientele on an on-going basis for investment.

• Contribute to the development of new products and/or better marketing and sales strategies.

• Cultivate and maintain courteous and efficient relationship with internal and external stakeholders and drive team to do same.

• Provide recommendations to enhance the company’s strategies, policies and processes

• Participate in creating new and better marketing strategies based on field experience.

• Regularly liaise with treasury management unit and other divisions in order to understand ongoing changes in business activities and developments, and drive business objectives

• Responsible for planning, managing, and coordinating the activities of the Investment/deposit mobilization sales teams to drive deposit mobilization.

• Source appropriately priced and structured deposit liabilities for the company from individual and corporate sources through the sale of specially designed investment products.

• Marketing and sale of all bank’s deposit products

• Meeting and exceeding sales target as assigned by board/management

• Sourcing for new and maintaining existing deposit clients.

• Cultivating, enhancing and establishing courteous relationship with existing and prospective customers

• Participate in creating new and better marketing based on field experience.

• Achieve set targets in deposit mobilization and other assigned tasks

• Ensure that, due diligence is always enforced to meet the requirements of the regulator, and protect the interest of both the depositors and the organization.

• Innovate and develop attractive value-added deposit products and marketing strategies based on field experience.

• Continually generate a viable pipeline of prospects/potential clients within the desired target market that will ensure the achievement of the set personal and departmental targets

• Contribute to the development of new products and/or better marketing strategies.

• Provide recommendations to enhance the departments and company’s policies and processes

• Regularly liaises with treasury management unit and other divisions in order to understand ongoing changes in business activities and developments.

• Execute other related tasks and duties as assigned by management.

Requirements

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field. A Master’s degree (MBA) or relevant professional certification is an advantage.

• Minimum of 8 years of leadership experience in portfolio management, wealth management and/or liability generation within the banking or financial services sector.

• Strong understanding of banking operations, regulatory framework, and market dynamics.