Key skills
Leadership
About this role
Role Overview
- Develop and nurture strategic partnerships with private wealth management firms
- Own revenue targets across assigned partner accounts
- Promote innovative credit-rated structured fixed income solutions
- Build long-term relationships with investment heads and senior advisors
- Lead and mentor a team of associates
- Monitor business performance and present insights to leadership
Requirements
- 8 years of experience in wealth management
- Strong relationships with HNI/UHNI clients, family offices, PMS and AIF platforms, and wealth advisory firms
- Ability to promote structured financial products and drive revenue growth
- Excellent relationship management skills with senior stakeholders