Fund Sales Client Advisor
Posted Updated
Description
This is a permanent position at an investment led Multi
Family Office which offers bespoke,
holistic and independent family financial advice around wealth structuring, fund
management, and corporate finance. The successful candidate will have a
crucial role to play on client acquisition and asset gathering. The company has launched a
Cayman fund which is invested in the global secondary markets and offers transparency,
liquidity and diversity. The successful candidate will be expected to grow the asset base
of the Fund, as part of their holistic family wealth advice to their client base.
Responsibilities:
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Develop and implement sales strategies to acquire new clients and expand
business relationships, with a focus on High Net Worth individuals and families.
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Build and maintain strong relationships with existing clients, understanding their
family wealth aspirations and provide tailored advice.
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Conduct market research and analysis to identify new business opportunities.
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Collaborate with internal teams to develop customized family wealth solutions for
clients.
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Create a network and eco system of external advisors.
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Meet sales targets and contribute to the overall growth of the firm.
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Risk management and effective control throughout the sales process.
Requirements
- 2-3 years of professional experience in sales or relationship management, with
exposure to high net worth individuals
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Some financial industry experience would be preferred
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Tertiary educated, Chinese speaking preferred
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Qualifications in the financial industry such as IMC, IAD, CFA, RDR Level 4/6
qualified will be considered positively
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Ability to digest information, take instructions, ask questions, and communicate
effectively with all stakeholders
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Experience in event management, business development and PR responsibilities
would be considered favourably
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Display an inquisitive nature and possess sound problem solving skills
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Key qualities include: trustworthy, reliable, tenacious, resilient, thorough and
excellent attention to details
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For experienced sales candidate, please present a business plan showcasing
existing client base, revenue potential, future business pipeline, and business
development strategy