
Strategic Partnership Executive
7 days ago
Executive Leadership Position
About Our OpportunityWe are seeking an accomplished professional to lead our business development and client partnerships.
This is a unique chance to drive growth, build lasting relationships, and make a meaningful impact in the wealth management industry.
The ideal candidate will possess a strong background in wealth management, exceptional communication skills, and a proven track record of success in consultative sales and relationship building.
Key Responsibilities- Develop and execute strategic plans to expand our client base and drive revenue growth
- Lead cross-functional teams to deliver exceptional client experiences and build long-term relationships
- Communicate complex investment strategies clearly and effectively to clients and stakeholders
- Collaborate with internal teams to identify new business opportunities and drive growth initiatives
- Experience: 5+ years in wealth management, PMS/AIF advisory, or private banking
- Education: Strong academic background from premier institutions and willingness to obtain the NISM Series XXI-B (Portfolio Managers) certification
- Strong Network: Demonstrated success managing HNI/UHNI relationships, especially younger or tech-savvy clients
Fostering a culture of excellence, innovation, and collaboration
Pursuing growth through strategic partnerships and forward-thinking approaches
Empowering our team members to achieve their full potential
Cultivating a work environment that values diversity, equity, and inclusion
Encouraging open communication, transparency, and accountability
Focusing on delivering exceptional results and exceeding expectations
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