This position focuses on steering investment sales growth, managing a strong advisory portfolio, and expanding the firm’s presence in the wealth-management space. The role suits a seasoned professional with solid leadership strength and advanced experience in client advisory services.
Lead the development and execution of long-term business and sales strategies.
Meet set sales goals for both personal and team performance.
Build sustainable relationships with high-net-worth clients.
Oversee the complete customer journey to support satisfaction and retention.
Provide tailored investment and wealth recommendations aligned with client needs.
Deliver convincing investment presentations and pitches.
Work with internal teams to maintain smooth service delivery.
Stay informed about investment instruments and their applications.
Track market movements and apply insights to enhance advisory quality.
Acquire new clients while expanding existing portfolios.
Improve portfolio outcomes across assigned accounts.
Identify and close major business opportunities.
Support premium advisory services to strengthen overall wealth offerings.
Minimum 7 years of relevant experience in sales, business development, or wealth management, including at least 4 years in a leadership capacity.
Demonstrated success in investment sales and portfolio handling.
A bachelor's degree from a recognized institution.
Strong communication, negotiation, and presentation skills.
Excellent analytical skills and team leadership abilities.
None
Send your application via email with the provided subject line