Head family office
2 weeks ago
Currently, there are 8 advisors/dealers on this desk.
Looking for candidates having relationships with family office clientele who can help generate broking revenues from these clients.
Segment/Clients that he/she will cater to :
This person will oversee the entire desk operations, he will have to have an understanding of trading software, operations, margin protocol and fundamental knowledge to speak to clients. These will be ultra HNI, who will have a large equity portfolio to trade in the markets, essential role requirement is to get broking commission from these clients by marketing them ideas.
Purpose of the role
This role will be responsible for day today running of the desk and for revenues of the desk. The person will have to manage the critical day today issues, in terms of client resolutions and enable team to process the business. Also responsible for the strategic thinking on how to grow this desk, new client acquisition, managing team.
Key working relationships
Internal: team management, sr management reporting, Liaoning with operations, and compliance, managing daily trading limits.
External: person must possess relationships
Key Activities ( 3 Core KRA’s).
Revenue responsibility
Team Management
Managing existing relationships and growing the revenue pool
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Head family office
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