Head of Wealth Management

3 weeks ago

gurgaon, India Antal International Full time
You can also share your cv to or can connect with me on LinkedIn - Gurgao
nExperience: 10 year
s
Job Summar
y:We are seeking an experienced Wealth Management Bond Distributor to join our team. The successful candidate will have a proven track record of distributing bond products to high-net-worth individuals, families, and institutions through both direct sales and peer-to-peer relationships. The ideal candidate will have a deep understanding of the bond market, excellent sales and relationship-building skills, and a strong network of contacts in the wealth management industr
y.
Key Responsibiliti
- es:Develop and maintain relationships with high-net-worth individuals, families, and institutions to distribute bond produ
- ctsBuild the distribution network of IFAs and MFDs for distributing produ
- ctsOrganize and lead offline eve
- ntsBuild and lead a team of RMs to develop the chan
- nelConduct market research and analysis to identify opportunities for bond distribut
- ionCollaborate with internal teams, including sales, marketing, and product development, to identify and pursue new business opportunit
- iesProvide expert advice and guidance on bond products to clients and internal stakehold
- ersMeet and exceed sales targets for offline bond distribut
- ionBuild and maintain peer-to-peer relationships with financial advisors, wealth managers, and other industry professionals to expand distribution chann
- elsStay up to date with market trends, regulatory changes, and competitor activ
- ityDevelop and maintain a deep understanding of client needs and preferen
ces
Requireme
- nts:10 to 12 years of experience in wealth management, bond distribution, or a related f
- ieldPrior experience in B2B distribution of Bonds or fixed income products is prefe
- rredtrue blue sales/ wealth management role / Core B2B Sales experi
- enceProven track record of success in distributing bond products through both direct sales and peer-to-peer relations
- hipsStrong network of contacts in the wealth management indu
- stryExcellent sales, relationship-building, and communication sk
- illsDeep understanding of the bond market and financial mar
- ketsStrong analytical and problem-solving sk
- illsAbility to work in a fast-paced environment and meet deadl
ines
Nice to
- Have:Experience working with high-net-worth individuals and fam
- iliesKnowledge of financial planning and wealth management princ
- iplesExperience with CRM software and other sales
tools

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