Head of Distribution

This role involves overseeing the distribution of investment products. The ideal candidate will have a thorough understanding of financial markets and be able to communicate effectively with clients.

• Key Responsibilities:
• Client Acquisition & Business Development:
  • Drive business growth by acquiring new clients and expanding existing client portfolios.
  • Promote and sell large portfolios, including 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 company offerings as optimal solutions to their needs.
  • Develop and execute a comprehensive sales strategy to expand the 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 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.
• Team Leadership & Expansion:
  • Develop, mentor, and manage a high-performing team of relationship managers, client servicing professionals, and other staff members.
  • Foster a collaborative, client-centric team culture, ensuring each member delivers exceptional service and meets client expectations.
  • Actively recruit and onboard additional team members to expand the team and scale the business.
  • Set clear performance goals for team members and provide regular coaching and development 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 strategies.
  • 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:
  • Minimum 8 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.