Manager - PCG Sales

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.