
Strategic Market Growth Specialist
2 weeks ago
We are seeking a Market Lead to spearhead business growth and provide financial advice to high net worth clients.
The ideal candidate will have a strong network of UHNI clients, exceptional communication skills, and the ability to think strategically.
Key Responsibilities include:
- Providing financial planning recommendations and monitoring market trends to ensure client plans remain responsive.
- Ensuring growth of Assets Under Management (AUM) and Book Size.
- Responsible for achieving targets through acquisition and revenue generation from investment products.
- Customizing portfolio proposals for clients based on risk profile, asset allocation, and investment horizon.
- Actively reviewing and monitoring client's AUM through timely buy/sell/hold calls.
The successful candidate will possess:
- Strong client relationships and networking skills.
- Exceptional communication and interpersonal skills.
- A strategic thinking mindset with entrepreneurial approach.
- High integrity and passion for delivering results.
This role offers opportunities for career growth and development in a dynamic and collaborative environment.
Others:Please note that this is a challenging role that requires dedication and perseverance. If you are a driven professional looking for a new challenge, please apply now.
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