
Financial Services Professional
1 day ago
Key Roles and Responsibilities:
">- Develop and execute strategies to attract high-net-worth individuals and families as clients
- Promote and sell a range of financial products, including portfolio management services, alternative investment funds, unlisted shares, and other investment options
- Nurture long-term relationships with existing clients by providing personalized investment solutions and exceptional customer service
- Consistently meet or exceed targets for new client acquisition, business volume, and asset under management growth
Job Requirements:
">- Demonstrated success in client acquisition and sales, with a strong track record of achieving revenue and growth targets
- In-depth knowledge of portfolio management services and related investment products
- Excellent communication and interpersonal skills, with the ability to build rapport with high-net-worth individuals and families
- Relevant qualifications such as an MBA (Finance/Marketing), CFP, or CFA are highly preferred
About This Opportunity:
">This is a unique chance to join a leading wealth management firm and take on a challenging role that requires strategic thinking, excellent communication skills, and a deep understanding of financial markets and products.
">We are seeking a talented and results-driven individual who can help us achieve our growth goals and deliver exceptional results for our clients.
">If you have a passion for wealth management, a strong track record of success, and excellent communication skills, we encourage you to apply for this exciting opportunity.
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