We are hiring for our Investments & Partnerships team for candidates with five years of experience in Sales, Business Development or Relationship Management. Candidates from Wealth Management, Private Banking, Family Offices, Financial Advisory, Premium Banking, Insurance Wealth Distribution, or Investment Advisory preferred.
Key Responsibilities
Identify and acquire recent customers through existing HNI and affluent networks (B2C).
Build relationships with HNIs, entrepreneurs, promoters, CXOs, family offices and business communities.
Generate qualified leads through personal references, networking events and existing databases.
Conduct meetings, product demonstrations and consultations with prospective clients.
Develop relationships with Private Banks,
Wealth Management Firms, Financial Advisors and Corporate Relationship Managers for referrals (B2B).
Represent the firm at events, exhibitions and business forums.
Required Skills
Excellent communication and presentation skills
Knowledge of financial products for investments
Strong networking ability
Relationship management
Prospecting and lead generation
High level of professionalism and business etiquette
Qualifications
Graduate in any discipline
MBA preferred but not mandatory