Client Relationship Officer (Retail Equity Sales) at Imperial Asset Managers Limited

Job Summary

• The Client Relationship Officer (Retail Equity Sales) will be responsible for driving the growth of the retail client portfolios by acquiring new investors and building long-term relationships.
• The successful candidate will identify new business opportunities, convert prospects into active investors, provide market insights, execute client investment requests, and work closely with the Research and Trading teams to deliver exceptional client service.

Key Responsibilities

• Identify, prospect, and acquire new retail clients to grow the client base and revenue.
• Build and maintain strong relationships with retail clients, serving as their primary contact for investment enquiries and account-related requests.
• Develop and execute sales strategies to achieve monthly and annual client acquisition, sales, and revenue targets.
• Provide clients with timely market insights, investment opportunities, and portfolio enhancement recommendations in collaboration with the Research and Trading teams.
• Promote, cross-sell, and upsell investment products and services to both prospective and existing clients.
• Receive, coordinate, and monitor the execution of client trade instructions, ensuring accuracy, efficiency, and excellent service delivery.
• Identify emerging market trends and investor needs to develop new business opportunities and expand investor base

Requirements

• Bachelor's degree in Business Administration, Finance, Economics, Marketing, Banking & Finance, or a related discipline.
• 2 - 3 years industry experience, specifically in a Stock Broking Firm
• Demonstrable experience in retail client acquisition, portfolio growth, , trade execution, and managing relationships with retail and High-Net-Worth Individual (HNI) clients.
• CIS Certification or other relevant capital market certification is an added advantage.