Premier Client Group Manager

Key Responsibilities:

Client Acquisition & Business Development:

• Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs.
  
• Promote and sell large portfolios, including our and third party PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products.
  
• Build relationships with clients, understand their financial goals, and position Findocs offerings as optimal solutions to their needs.
  
• Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks, industry contacts, and market intelligence.
  
• Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.
  

Client Relationship Management:

• Serve as the primary point of contact for UHNW clients, ensuring an exceptional experience across all touchpoints.
  
• Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.
  
• Regularly meet clients to review their portfolios, discuss market trends, and suggest adjustments based on evolving financial goals and market conditions.
  
• Cross-sell a wide range of financial products (PMS, AIF, bonds, mutual funds, etc.) to existing clients, maximizing business opportunities.
  

Investment Product Expertise:

• Maintain a deep understanding of various financial products such as PMS, AIFs, bonds, and mutual funds, and be able to communicate their features and benefits effectively to clients.
  
• Stay updated with developments in the stock market, including trading strategies, new investment products, and regulatory changes.
  
• Have hands-on experience with stock market trading, including an understanding of algorithmic trading, and leverage this knowledge to guide clients in structuring their investment portfolios.
  
• Guide clients on risk management strategies, portfolio diversification, and wealth preservation techniques.
  

Sales & Performance Metrics:

• Set and achieve sales targets for bringing in new business and expanding existing client portfolios.
  
• Regularly track and report sales performance, client acquisition, and retention metrics to senior management.
  
• Analyze market trends and competitor offerings to identify new business opportunities and growth areas.
  

Compliance & Risk Management:

• Ensure all client dealings and financial transactions are compliant with regulatory requirements and internal policies.
  
• Work closely with the compliance team to ensure that all wealth management strategies adhere to legal and ethical standards.
  
• Ensure the team is aligned with risk management protocols and is well-informed on market volatility and client risk tolerance.
  

Requirements

Experience:

• Minimum 5 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on UHNWIs and HNWIs.
  
• Proven track record in selling large portfolios, AIF tickets, and managing high-value relationships.
  
• Expertise in various financial products such as PMS, AIF, bonds, mutual funds, and experience with stock market investments and algo trading.
  
• Experience in both banking and broking environments, managing Premier Clients, will be highly preferred.
  

Educational Background:

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  
• Additional certifications such as CFA, CFP, or equivalent are an advantage.
  

 Skills & Competencies:

• Strong sales and business development skills, with a proven ability to build relationships and drive revenue.
  
• In-depth knowledge of wealth management products, investment strategies, and market dynamics.
  
• Hands-on experience with stock market trading and understanding of algorithmic trading strategies.
  
• Exceptional communication, negotiation, and interpersonal skills, with the ability to build trust with clients.
  
• Leadership skills, with experience in managing, mentoring, and motivating a team.
  
• Strong analytical and problem-solving abilities, capable of understanding complex client needs and providing tailored financial solutions.
  
• Ability to work under pressure and meet sales and business growth targets.
  

Personal Attributes:

• Client-focused with a high level of professionalism and integrity.
  
• Self-motivated, results-driven, and capable of operating independently as well as part of a team.
  
• Entrepreneurial mindset with the ability to drive business growth in a competitive market.