Are you an entrepreneurial individual with a passion for driving sales and developing strategic relationships?
Can you craft and execute strategies that enhance client satisfaction and drive revenue?
Our client is a reputable asset management firm in the country with a track record of growing its assets under management year on year.
They are looking for an entrepreneurial individual to effectively drive sales into their Securities and Asset Management businesses as well as other wealth offerings through both retail and institutional channels and develop and retain strong working relationships with external financial planning practices and institutional investors.
Key Responsibilities:
- Promote and distribute predominantly securities solutions together with other wealth offerings (Asset management and asset consulting)
- Develop strong relationships with corporate clients
- Develop strong external relationships with financial advisers
- Develop and implement a strategic plan to enhance your clients’ experience and drive sales
- Assist and drive marketing initiatives/campaigns
- Cross-sell products and solutions
- Assist the head of the division with strategic planning initiatives
- Provide management reports to the head of the division
Qualification:
- Bachelor of Commerce degree or equivalent
- CFA/CFP advantageous