Wealth Manager
- Posted 2 months ago
- Be among the first 10 applicants
Job Description
Job Summary:
Responsible for driving sales, expanding distribution channels, and managing partnerships to enhance the reach of wealth management products. The role focuses on developing and executing distribution strategies to acquire high-net-worth clients (HNWIs) and institutional investors while ensuring business growth and compliance.
Responsibilities
- Recruit, manage and expand relationships with financial advisors and distributors.
- Drive sales performance by training and guiding premier agents.
- Monitor market trends and competitor strategies to optimize product offerings.
- Ensure regulatory compliance and adherence to industry standards in wealth product distribution.
- Collaborate with internal teams for product positioning, marketing, and client engagement.
Qualifications:
- Master's degree.
- Experience - > 2 years
- Experience in wealth management, sales, and distribution.
- Excellent relationship management and negotiation skills.
This role is ideal for professionals who excel in strategic sales planning, distribution network expansion, and driving revenue growth in wealth management.
More Info
Key Skills
Wealth Management Sales and Distribution
About Company
Skills:
Relationship Management, Mutual Funds, Client Acquisition, AUM Mobilisation, Wealth Management, investment products
Skills:
Revenue & Target Management, Sales, Client Relationship Management, Product Knowledge, Investment Advisory, Business Development
Skills:
Client Relationship Management, upselling, Team Leadership, Lead Generation, Wealth Management, Financial Advisory, investment products, CRM, Sales, Financial Markets, cross-selling
Skills:
Life Sales, Training Coaching, Business Development, Relationship Management, Channel Management, partner engagement, Joint Field Work