Responsibilities and Duties:
- Mining, identifying, and acquiring leads of family Offices, Wealth Managers, Private Equity and Investment Advisors as well as generating leads from service providers such as CPAs, Law firms etc.
- Managing and growing existing business and client relationships by constant engagement for additional businesses and references.
- Managing Sales Activities and achieving monthly targets across products and services.
- Responsible for preparing yearly budgets and strategies for achieving the targets.
- Providing relevant information and feedback regarding competitors and their offerings, thereby helping product team to derive product variants and adding value to existing products and services.
- Regular Travel to existing and prospect clientele locations (South East Asia).
Qualifications:
- Must have 3 to 5 years of financial sales experience.
- Postgraduate in Finance
- Ability to provide efficient solutions and meet timelines.
- Ability to understand regulations of various jurisdictions
- Should be self-motivated and have good communication skills and ability to work in teams
- Should have an affable personality, especially while liaising with counter parties.
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