Strategic Portfolio Leader

Job Title: Strategic Portfolio Leader

We are seeking an experienced and dynamic leader to head our investment team. The ideal candidate will have a thorough understanding of financial products such as PMS, AIFs, bonds, mutual funds, and stock market offerings.

Key Responsibilities:

• Drive the acquisition of Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs), creating tailored wealth management strategies to meet their unique financial needs.
• Promote and sell large portfolios, including PMS, AIFs, 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 our 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 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 (PMS, AIFs, 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 our investment team and scale our 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.

Experience:

• 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, AIFs, 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.