Findoc - Sales Manager - Premier Client Group

Job Overview:

- Findoc is seeking an experienced and dynamic Manager of Premier Client Group (PCG) Desk to join our team.

- 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.

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 our and third party 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.

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.

Compliance & Risk Management:.

- Ensure all client dealings and financial transactions are compliant with regulatory requirements and internal policies.

- Work closely with the compliance team to ensure that all wealth management strategies adhere to legal and ethical standards.

- Ensure the team is aligned with risk management protocols and is well-informed on market volatility and client risk tolerance.

Requirements:

Experience:

- Minimum 5 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.

Educational Background:.

- Bachelor's degree in Finance, Economics, Business Administration, or a related field.

- Additional certifications such as CFA, CFP, or equivalent are an advantage.

Skills & Competencies:.

- Strong sales and business development skills, with a proven ability to build relationships and drive revenue.

- In-depth knowledge of wealth management products, investment strategies, and market dynamics.

- Hands-on experience with stock market trading and understanding of algorithmic trading strategies.

- Exceptional communication, negotiation, and interpersonal skills, with the ability to build trust with clients.

- Leadership skills, with experience in managing, mentoring, and motivating a team.

- Strong analytical and problem-solving abilities, capable of understanding complex client needs and providing tailored financial solutions.

- Ability to work under pressure and meet sales and business growth targets.

Personal Attributes:.

- Client-focused with a high level of professionalism and integrity.

- Self-motivated, results-driven, and capable of operating independently as well as part of a team.

- Entrepreneurial mindset with the ability to drive business growth in a competitive market.