Amy HR & Executive Search
Banking, Finance & Insurance
Investment & Funds Mobilization Manager
Share this role
About this role
A licensed financial services institution—operating across wealth management, fund placement, and corporate treasury—is recruiting an Investment & Funds Mobilization Manager through Amy HR & Executive Search for its Lagos office. Operating on a hybrid work schedule, this senior financial role drives corporate liquidity by sourcing funds from high-net-worth individuals (HNWIs) and institutional clients, structuring treasury products, and expanding the firm's total Assets Under Management (AUM).
Key Responsibilities
-
Capital Sourcing & Liquidity Growth: Develop and execute fund mobilization strategies to raise capital from HNWIs, corporate organizations, family offices, and institutional investors.
-
Investment Portfolio Management: Educate clients on fixed income instruments, high-yield placement products, commercial papers, and structured asset management vehicles.
-
Investor Relations & Relationship Management: Build and manage long-term strategic relationships with corporate treasury heads, finance directors, and high-net-worth clients to maximize fund retention.
-
Market Treasury Analysis: Collaborate with asset-liability committees (ALCO) to align fund mobilization targets with prevailing interest rate environments and yield curves.
-
Academic Credentials: Bachelor's Degree in Finance, Economics, or Accounting + 3–6 years in financial deposit mobilization / treasury.
-
Certifications (Added Advantage): Chartered Financial Analyst (CFA), Associate of the Chartered Institute of Bankers of Nigeria (ACIB), or SEC-sponsored individual registration.
-
Software & Financial Toolstack: Core Banking Systems (CBS), treasury management platforms, CRM systems (Salesforce/HubSpot), and MS Excel financial reporting software.
-
Core Competencies: Fund placement, corporate treasury sales, investor relations, net asset value (NAV) presentation, financial market analysis, and commercial negotiation.
To apply, continue with your account. We will keep this job selection for you.