Wealth Manager at Hillcrest Capital Management Limited

About the role

• Are you a wealth manager, business developer or have experience mobilizing funds for an investment management company?
• Hillcrest has a place for you. The requirement for this role is simple, be able to mobilize funds for our investment product.
• We don't want wishful thinking, if you have the track record and can bring in significant funding, you have a great personality and you are self motivated, we just might be a match.

Responsibilities

• Develop and execute strategies to attract and secure new clients for our mutual funds and portfolio management services.
• Cultivate and maintain strong relationships with high-net-worth individuals, institutional investors, and financial advisors.
• Identify and capitalize on new business opportunities to drive asset growth.
• Present and promote Hillcrest Capital Ltd’s investment products and services to prospective clients.
• Collaborate with internal teams to ensure seamless client onboarding and exceptional service delivery.
• Stay informed about market trends, competitor activities, and regulatory changes to provide clients with up-to-date investment insights.

Requirement

• Extensive experience in building and maintaining relationships with investors, with a strong network of potential investors.
• Proven experience in a wealth management, business development, or similar role within the financial services industry.
• Deep understanding of investment strategies, financial markets, and investment trends.
• Strong negotiation and persuasion skills to close investment deals successfully.
• High level of integrity and ethical conduct in handling investor relationships and sensitive financial information.