Head - Distribution - Investment Products

- This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.

- The ideal candidate will have a thorough understanding of financial products such as PMS, AIF, bonds, mutual funds, and stock market offerings, including algo trading.

- You will be tasked with building and leading a team that will deliver personalized financial services to UHNWIs while driving business growth.

- This is a high-responsibility role with the opportunity to expand your client base and team, contributing directly to the company's success.

Key Responsibilities:.

Client Acquisition & Business Development:.

- Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs.

- Promote and sell large portfolios, including PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products.

- Build relationships with clients, understand their financial goals, and position Findoc's offerings as optimal solutions to their needs.

- Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks, industry contacts, and market intelligence.

- Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.

Client Relationship Management:.

- Serve as the primary point of contact for UHNW clients, ensuring an exceptional experience across all touchpoints.

- Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.

- Regularly meet clients to review their portfolios, discuss market trends, and suggest adjustments based on evolving financial goals and market conditions.

- Cross-sell a wide range of financial products (PMS, AIF, bonds, mutual funds, etc. ) to existing clients, maximizing business opportunities.

Team Leadership & Expansion:.

- Develop, mentor, and manage a high-performing team of relationship managers, client servicing professionals, and other staff members.

- Foster a collaborative, client-centric team culture, ensuring each member delivers exceptional service and meets client expectations.

- Actively recruit and onboard additional team members to expand the PCG desk and scale the business.

- Set clear performance goals for team members and provide regular coaching and development opportunities.

Investment Product Expertise:.

- Maintain a deep understanding of various financial products such as PMS, AIFs, bonds, and mutual funds, and be able to communicate their features and benefits effectively to clients.

- Stay updated with developments in the stock market, including trading strategies, new investment products, and regulatory changes.

- Have hands-on experience with stock market trading, including an understanding of algorithmic trading, and leverage this knowledge to guide clients in structuring their investment portfolios.

- Guide clients on risk management strategies, portfolio diversification, and wealth preservation techniques.

Sales & Performance Metrics:.

- Set and achieve sales targets for bringing in new business and expanding existing client portfolios.

- Regularly track and report sales performance, client acquisition, and retention metrics to senior management.

- Analyze market trends and competitor offerings to identify new business opportunities and growth areas.

Experience:.

- Minimum 8 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on UHNWIs and HNWIs.

- Proven track record in selling large portfolios, AIF tickets, and managing high-value relationships.

- Expertise in various financial products such as PMS, AIF, bonds, mutual funds, and experience with stock market investments and algo trading.

- Experience in both banking and broking environments, managing Premier Clients, will be highly preferred.