- The Incumbent would largely be responsible for driving ETF sales and catering to Wealth Manager's, RIA, Institutional Clients, family offices, National & Regional Distributors for the assigned region.. The incumbent will be responsible for asset gathering in ETFs and driving AUM growth of the branch for passive funds.
- Responsible for engaging with existing relationships to represent mutual fund product offerings to partners and clientele.
- Responsible for coordinating and working closely with internal teams to increase market share and expand the partner and client base for ETF business.
- Responsible for driving and developing strategies for ETF growth, asset allocation, and increasing brand awareness in the market.
- Performing thorough client due diligence for new and existing client and partner relationships in line with regulatory and internal compliance requirements.
- Evaluating client and partner investment policies to identify suitable ETF investment opportunities.
- Determining appropriate product propositions based on the client or partner's experience with financial products.
- Reviewing business trends to maintain ongoing engagement with clients and prospects.
- Conducting presentations on Exchange Traded Funds and related products for individuals and groups to attract new clients and partners.
- Ensuring all activities comply with applicable codes of conduct and regulatory guidelines.
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