PCG Sales Head

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 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 Findoc’s 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.
• Team Leadership & Expansion:
• Develop, mentor, and manage a high-performing team of relationship managers, client servicing professionals, and other staff members.
• Foster a collaborative, client-centric team culture, ensuring each member delivers exceptional service and meets client expectations.
• Actively recruit and onboard additional team members to expand the PCG desk and scale the business.
• Set clear performance goals for team members and provide regular coaching and development 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.