Description

Join our dynamic team as a Senior Relationship Manager, leading our initiatives Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). We believe in pushing the envelope in the financial services industry. This role offers an exciting opportunity to drive growth and shape the company’s growth story in the ever-evolving financial services sector

What you’ll do

1. Consistently engaging with corporate entities, family offices, and Ultra High Net Worth Individuals (UHNIs), providing timely updates on product portfolios and performance, while also conducting reviews of current investments.
2. Continuously seeking out new clients and facilitating their onboarding process.
3. Facilitating the active involvement of clients in interactions with Fund Managers.
4. Organizing client sessions with senior management and the fund management team.
5. Establishing connections within the industry to stay informed about relevant business advancements.
6. Regularly disseminating articles to clients pertaining to equity market insights and developments

What we’re looking for

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential.