Job Responsibilities

• Identify and cultivate prospects and/or clients.
• Initiate and follow up on new business opportunities.
• Lead new business meetings and close sales to institutional investors / high net worth investors.
• Leverage the organization's relationship with existing institutional / high net worth accounts by developing and executing proactive, creative, and ongoing contact initiatives.
• Act as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process.
• Collaborate with marketing team on product and sales materials to ensure they are current and focused for the applicable presentation, conference, or opportunity.
• Work closely with team members to further develop sales opportunities.

Person Specifications

• Minimum 05 years' experience in a similar role in the financial service industry, preferably in investment banking/ wealth management / financial services.
• Fully qualified in CIMA / CFA, preferably with a bachelor's degree in marketing.
• Strong communication and presentation skills.
• Must have demonstrated ability to create sales/relationship opportunities with clients, prospects and consultants in assigned market segments.
  
• Must have excellent sales skills and in-depth product and broad investment knowledge.