
Director of Investment Product Distribution
7 days ago
We are seeking an experienced leader to oversee the distribution of investment products. This individual will be responsible for acquiring, managing, and servicing high net worth individuals by offering a wide range of wealth management solutions.
Key ResponsibilitiesThe ideal candidate will drive the acquisition of high net worth clients, create tailored wealth management strategies, promote and sell large portfolios, and build relationships with clients.
- Create customized financial plans for high net worth clients.
- Promote and sell various investment products, including PMS and AIF investments.
To succeed in this role, you must be able to:
- Develop and maintain a deep understanding of various financial products, including PMS, AIFs, bonds, and mutual funds.
- Stay updated with developments in the stock market, including trading strategies and regulatory changes.
Candidates should have:
- A minimum of 8 years of experience in wealth management, financial product distribution, or stock market sales.
Educational Background:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
Skills & Competencies:
- Strong leadership skills, with a proven ability to build relationships and drive revenue.
- In-depth knowledge of wealth management products and market dynamics.
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