Responsibilities:
- Build knowledge of the firm’s platforms, products, and solutions.
- Develop sales and client relationships to meet revenue objectives.
- Network within and outside the firm to build a pipeline of prospective clients.
- Design and implement a strategic business plan that expands customer base.
- Prepare monthly and quarterly reporting packages to provide focused analysis.
- Build and promote strong, long-lasting customer relationships.
- Portfolio construction while determining implementation vehicles.
- Formulate asset allocation and investment strategy.
Qualifications:
- Bachelors degree in Business Management, finance or similar.
- A minimum of 5 years’ relevant professional experience within an investment Management Business and a background in sales management.
- Proven experience in leading financial planning and analysis.
- Proven experience in the wealth management industry.
- Experience in working with Customer Relationship Management Platform (CRM).
- Experience working in the Banking or insurance industry.
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