Job Description
An opportunity to leverage a strong regional clientele
The firm offers a competitive product suite in multiple asset classes
About Our Client
Our is an investment management firm that has built a strong presence across the region.
Job Description
Identifies and cultivates prospects and/or clients
Initiates and follows up on new business opportunities.
Leads new business meetings and closes sales to institutional investors and consultants.
Leverages the organization's relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.
Develops and maintains relationships with sub-advisors.
Acts as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process.
Collaborates with Marketing team on product and sales materials to ensure they are current and focused for the applicable presentation, conference, or opportunity.
Works closely with Appleton team members to further develop sales opportunities.
The Successful Applicant
Minimum 6 - 10+years of professional working experience.
Relevant experience in Investment/Wealth Management or Financial Services is preferred.
Must have demonstrated ability to create sales/relationship opportunities with clients, prospects and consultants in assigned market segments.
Must have excellent sales skills and in-depth product and broad investment knowledge.
Bachelor's degree. MBA and/or CFA preferred.
Desired Candidate Profile
Education:
Bachelor of Business Administration(Management), MBA/PG Diploma in Business Mgmt
Gender:
nm
Nationality:
Any Nationality
