
Financial Relationship Specialist
3 days ago
Job Overview
We are seeking a skilled relationship builder to join our team. In this role, you will be responsible for establishing and maintaining strong relationships with assigned financial partners.
Main Responsibilities:
- Business Growth: Collaborate closely with assigned banks and wealth partners to drive business expansion in investment products such as mutual funds, private equity, alternative investments, and passive funds.
- Client Engagement: Proactively share market insights and product information with assigned relationships.
- Sales Performance: Achieve assigned sales targets through effective relationship management and strategic planning.
- Coverage and Service: Ensure timely coverage for all assigned relationships and provide excellent service.
- Meetings and Presentations: Conduct joint meetings with distribution partner clients and deliver engaging product presentations, training sessions, and investment discussions.
- Market Intelligence: Stay informed on market trends, competitor strategies, and regulatory guidelines.
Requirements:
- Bachelor's degree in Business Administration or a related field.
- Minimum 3 years of experience in relationship management or sales.
- Excellent communication and interpersonal skills.
- Able to work independently and as part of a collaborative team.
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