
Executive Leader for Investment Product Growth
16 hours ago
Head of Distribution – Investment Products PMS/AIF
Job Description:
We are seeking a seasoned executive to spearhead our distribution efforts for investment products. This role involves driving growth, building relationships, and leading a high-performing team.
Key Responsibilities:
- Develop and execute a comprehensive sales strategy to expand our business in the investment products space.
- Promote and sell large portfolios, including PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products.
- Build and maintain strong relationships with clients, understanding their financial goals and positioning our offerings as optimal solutions.
- Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.
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.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
Benefits:
- Opportunity to build a high-performing team and drive business growth.
- Challenging role with opportunities for professional development and advancement.
- Competitive compensation package and benefits.
Others:
- Achieve exceptional results in a dynamic and fast-paced environment.
- Collaborate with cross-functional teams to drive business objectives.
- Maintain a deep understanding of various financial products and communicate effectively with clients.
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