About the position
A dynamic opportunity exists for an entrepreneurial and results-driven professional to lead sales growth across a suite of wealth management solutions, including securities and asset management offerings. This role is pivotal in expanding market presence through retail channels and cultivating strong relationships with financial planning practices and retail investors. The ideal candidate will be a strategic thinker with a proven ability to drive client acquisition and retention across both retail and institutional segments.
Minimum Requirements:
Key Responsibilities
- Champion the promotion and distribution of securities, asset management, and complementary wealth solutions.
- Build and maintain robust relationships with corporate clients, financial advisers, and retail investors.
- Identify and pursue new business opportunities through market analysis, competitor benchmarking, and client insights.
- Design and implement regional sales strategies to grow market share and brand visibility.
- Collaborate with internal stakeholders marketing, product development, and leadership to deliver tailored client solutions.
- Host client presentations, workshops, and events to deepen engagement and showcase offerings.
- Provide strategic input into product innovation to ensure relevance and competitiveness.
- Develop and execute client experience strategies that drive satisfaction and sales performance.
- Support marketing campaigns and cross-sell complementary financial products.
- Contribute to strategic planning initiatives alongside divisional leadership.
- Consistently meet or exceed monthly sales targets.
- Maintain accurate records and pipeline tracking via CRM systems.
- Deliver insightful management reports to leadership on performance and market trends.
Minimum requirements
- Minimum 5 years' experience in financial planning, business development, or relationship management within wealth management or financial services.
- Bachelor of Commerce or equivalent degree.
- CFA or CFP designation is advantageous.
- Demonstrated success in IFA distribution and client acquisition.
- In-depth knowledge of investment products, financial markets, and regulatory frameworks.
- Client-centric with exceptional service orientation and professional etiquette.
- Strong negotiation, presentation, and communication skills.
- Ability to influence and engage stakeholders across all levels.
- Analytical mindset with the ability to interpret financial data and market dynamics.
- Self-starter with an entrepreneurial spirit and a passion for growth.
- Strategic thinker with a proactive approach to problem-solving and innovation.
APPLICATION
Applications can be sent to [Email Address Removed]
Desired Skills:
- Business Development
- IFA
- Asset management
- wealth management
- investment products
Desired Work Experience:
Desired Qualification Level:
