Business Development Officer – 2 Openings

Sewa Assets Management Limited is an assets management and finance consultancy firm positioned to meet the ever-changing demands and requirements of our clients in the 21st century.

Job Summary

• Experienced business development professional with a strong track record in asset management, focused on growing AUM and building long-term client relationships.
• Skilled in delivering investment solutions across traditional and alternative asset classes, with a hands-on, client-first approach and a deep understanding of the market and regulatory landscape.

Principal Duties and Responsibilities

• Identify and target high-net-worth individuals (HNIs), institutional clients, corporate organizations, and retail investors.
• Generate leads and convert prospects into active investors.
• Promote the company’s investment products including mutual funds, fixed-income products, portfolio management services, and other investment solutions.
• Achieve monthly and quarterly AUM growth targets.
• Maintain strong, long-term relationships with existing clients to encourage repeat investments.
• Conduct regular portfolio reviews, performance updates, and investment advisory sessions.
• Serve as the primary contact for client inquiries, complaints, and service needs.
• Analyze market trends, competitor activities, and economic indicators that impact investment decisions.
• Identify new business opportunities and propose strategies for product positioning.
• Provide feedback to the product and investment teams on client needs and market demand.
• Prepare weekly and monthly sales reports, pipeline updates, and business development forecasts.
• Track client acquisition progress and AUM performance.
• Assist in preparing presentations, proposals, and pitchbooks for prospective clients.
• Represent the company at industry events, exhibitions, and networking engagements.
• Contribute to the development of marketing materials and product brochures.
• Ensure all sales activities comply with SEC rules, KYC requirements, and company policies.
• Oversee accurate completion of account opening documents and investment instructions.
• Maintain proper documentation of client interactions and investment transactions.
• Any other responsibilities falling within your capabilities and appropriate to the role you occupy.

Requirements

Minimum Qualifications:

• Bachelor’s Degree in Finance, Economics, Business Administration, or related field.
• 2 – 5 years of experience in business development, sales, or relationship management in financial services.
• Proven track record of raising assets and acquiring high-value clients.
• Experience working with Family offices, wealth managers, or financial advisors, Distribution channels

Competency and Skill:

• Ability to work independently and manage personal and team member time, keeping deliverables and deadlines top of mind.
• Strategic business development and sales planning
• Client acquisition and relationship management (institutional, HNW, wholesale)
• Portfolio management collaboration and investment solution design
• Deep knowledge of traditional and alternative asset classes
• Strong understanding of global financial markets and economic trends
• Familiarity with regulatory frameworks (e.g., MiFID II, SEC, FINRA)
• Excellent communication, negotiation, and presentation skills
• Proficient in CRM tools (e.g., Salesforce) and financial platforms (e.g., Bloomberg, Morningstar)
• Data-driven decision-making and market analysis
• High-level stakeholder engagement and partnership development

How to Apply

Interested and qualified candidates should send their Applications and CVs to: m.amaechi@sewacapital.comusing the Job Title as the subject of the email.