Senior Associate, Wealth Management at Oxygen X

In this role, you will

• Drive sales growth by acquiring new clients and expanding existing business.
• Build and maintain strong relationships with high-net-worth clients
• Support the client lifecycle: Working with clients from initial contact to ongoing relationship management.
• Develop and implement business development strategies: This involves creating plans to reach new clients and build relationships.
• Understand client needs and tailor solutions: Developing customized solutions that address client needs and objectives.
• Present proposals and pitches: Presenting compelling proposals to potential clients.
• Collaborate with internal teams: Working closely with operations, finance, and other relevant departments to ensure seamless client experience.
• Have a strong understanding of the Company's investment product offerings and how they can be tailored to client needs.
• Monitor market trends and emerging technologies to inform investment mandates and innovation.
• Achieve sales targets: Working towards achieving individual and team sales goals.
• Develop and implement strategic sales plans to achieve sales targets.
• Manage and optimize client investment portfolios.
• Explore the business environment to identify, develop, and close business/sales opportunities within the target market.
• Ensure the delivery of a consistent and memorable customer experience/onboarding in the segment across all touchpoints to create stickiness, loyalty, and to revitalize inactive customers.
• Provide advisory services to customers as well as capabilities that support their wealth management/investments.

Qualifications

• A Bachelors’ degree in Marketing, Business Administration, Finance, Economics or any other related discipline.
• 4-7 years of experience in business development, sales, or a related field, with at least 2-3 years in a supervisory/senior role in a financial service or asset management firm.
• Proven track record of successful portfolio management and sales performance.
• Strong client relationship management and customer service skills.
• Excellent analytical and problem-solving skills.
• Strong communication, presentation, and negotiation skills.
• Proven experience in wealth management or financial advisory role.
• Effective time management skills.
• Excellent organizational skills.