
Asset Management Specialist
2 weeks ago
Maintain a database of potential clients and their key advisors.
- Approach and onboard Treasury, HNW clients, Corporate Treasuries, RIAs and their advisors.
- Maintain and grow any existing relationships and build Assets Under Management (AUMs).
- Understand the macro environment and provide domestic & global macro perspective to partners and prospective clients.
- Recommend relevant investment products based on client requirements.
- Strong understanding of Equities, relationship with UHNI / CXO/ Family Office / Corporate Treasuries.
- Consultative and collaborative approach, presentation and communication skills, proactive mindset and self-starter.
This is a client-facing sales role in the Asset Management division where you will be responsible for acquiring and managing relationships with Ultra High Net Worth Individuals (UHNIs), Family Offices, Corporate Treasuries, and Registered Investment Advisors (RIAs).
RequirementsTo succeed in this role, you must have a strong understanding of equities, relationships with UHNI/CXO/Family Office/Corporate Treasuries, consultative and collaborative approach, presentation and communication skills, proactive mindset and self-starter personality. Additionally, you should have knowledge of asset management/private wealth market intelligence and ability to maintain and grow existing relationships and build AUMs.
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