
Asset Management Expert
18 hours ago
Asset Management Professional
About the Role:
We are seeking a skilled and experienced Asset Management Professional to join our team. As a key member of our Asset Management division, you will be responsible for acquiring and managing relationships with high net worth individuals, family offices, corporate treasuries, and registered investment advisors.
Key Responsibilities:
- Maintain a database of potential clients and their key advisors.
- Approach and onboard new clients, including treasury, HNW, family offices, multi-family offices, RIAs, and their advisors.
- Maintain and grow existing relationships and build AUMs.
- Provide macro environment insights and perspectives to partners and prospective clients.
- Recommend relevant products based on client requirements.
- Maintain high service standards and delivery to partners and clients.
Requirements:
- Strong understanding of equity markets and macro trends.
- Ability to develop and maintain strong relationships with UHNI, CXO, family office, corporate treasury, and RIA contacts.
- Proactive mindset and self-starter approach.
- Uphold highest standards of ethics and integrity.
Working with Us:
Our company specializes in connecting top talent with leading organizations. We offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.
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