Manager/Assistant Manager - Wealth Sales

Responsibilities and Duties:

• Mining, identifying, and acquiring leads of family Offices, Wealth Managers, Private Equity and Investment Advisors as well as generating leads from service providers such as CPAs, Law firms etc.
• Managing and growing existing business and client relationships by constant engagement for additional businesses and references.
• Managing Sales Activities and achieving monthly targets across products and services.
• Responsible for preparing yearly budgets and strategies for achieving the targets.
• Providing relevant information and feedback regarding competitors and their offerings, thereby helping product team to derive product variants and adding value to existing products and services.

Regular Travel to existing and prospect clientele locations {South East Asia }

Qualifications:

• Must have 3 to 5 years of financial sales experience.
• Postgraduate in Finance
• Ability to provide efficient solutions and meet timelines.
• Ability to understand regulations of various jurisdictions
• Should be self-motivated and have good communication skills and ability to work in teams
• Should have an affable personality, especially while liaising with counter parties.