Strategic Leader

The ideal candidate will be responsible for building and leading a team that will deliver personalized financial services to Ultra High Net Worth Individuals (UHNWIs) while driving business growth.

• Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs.
• 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 our 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.

Key Responsibilities:

• Serve as the primary point of contact for UHNW 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 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 desk 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, and leverage this knowledge to guide clients in structuring their investment portfolios.
• Guide clients on risk management strategies, portfolio diversification, and wealth preservation techniques.

Required Skills and Qualifications:

• 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.

Benefits:

• 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.