Job Description
Overall Responsibility:
The Sales & Business Development Officer will be responsible for the management of existing clients to ensure retention, development of new businesses and acquisition drive within a defined geography, for consistent and profitable growth. S/He will explore new business opportunities and carry out business strategies that are in line with organizational objectives. S/He will work with regional managers to identify regional market opportunities and build good working relationships with new and existing clients.
Key Responsibilities:
- Cultivate and manage relationships with prospective corporate & HNI and existing high-net-worth clients.
- Provide personalized investment advisory services, offering tailored solutions to meet clients' financial objectives.
- Collaborate with the sales team to develop and execute effective sales strategies.
- Stay abreast of market trends, economic developments, and investment products to deliver informed recommendations.
- Maintain accurate client records, track interactions, promote cross sales opportunities and ensure compliance with industry regulations.
Qualifications & Experience:
- Bachelor’s degree in finance, Business, Economics, or related field.
- A proven track record of at least 3 years in sales and investment management within the Finance, Asset and Wealth Management industry.
- Strong understanding of financial markets, investment products, and portfolio management.
- Exceptional communication and interpersonal skills to engage effectively with clients and colleagues.
- Relevant certifications (e.g. ACCA, CFA, CFP) would be advantageous.