
Investment Product Distribution Specialist
16 hours ago
About the Role:
We are seeking an experienced professional to lead our distribution efforts for investment products such as PMS and AIF. The successful candidate will have a strong track record in sales and business development, with a focus on high-net-worth individuals and ultra-high-net-worth individuals.
Responsibilities:
- Drive the acquisition of new clients and expand existing relationships.
- Promote and sell large portfolios, including PMS and AIF tickets.
- 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.
Requirements:
- 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.
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.
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