Chief Business Officer

Responsibilities:

• Sales Leadership (PMS/AIF):

  Provide visionary sales leadership specifically for PMS (Portfolio Management Services) and AIF (Alternative Investment Funds) products, driving revenue growth and market share.

• Marketing Strategy & Brand Positioning:

  Develop and execute comprehensive marketing strategies, ensuring strong brand positioning within the wealth management sector.

• CRM & Client Lifecycle Management:

  Oversee and enhance CRM (Customer Relationship Management) strategies and client lifecycle management, focusing on client acquisition, retention, and satisfaction.

• Channel Development & Partner Network Expansion:

  Drive the development of new sales channels and expand the partner network, identifying and building strategic alliances to broaden market reach.

• Digital Business Enablement:

  Lead initiatives for digital business enablement, leveraging technology to optimize sales processes, enhance client experience, and drive efficiency.

• Revenue Management & Target Alignment:

  Manage revenue streams effectively, ensuring alignment of business targets across all sales functions and driving profitability.

• Market Analysis:

  Conduct in-depth market analysis to identify new business opportunities, competitive landscapes, and industry trends within wealth management.

• Team Leadership:

  Build, lead, and mentor high-performing sales and business development teams, fostering a culture of excellence and accountability.

• Strategic Planning:

  Contribute to the overall strategic planning of the organization, aligning business development efforts with corporate objectives.

Required Skills:

• Proven experience in

  Wealth Management companies

  is mandatory.
• Strong leadership in

  PMS/AIF sales

  .
• Expertise in

  marketing strategy and brand positioning

  .
• Proficiency in

  CRM & client lifecycle management

  .
• Demonstrated ability in

  channel development & partner network expansion

  .
• Experience in

  digital business enablement

  .
• Strong capabilities in

  revenue management & target alignment

  .
• Excellent strategic thinking, negotiation, and communication skills.