Head of Private Wealth and Business Development at Cordros Asset Management Limited

Reporting To: Managing Director

Job Description

• Developing periodic sales reports showing trends, and current state of managed portfolio of funds under management and sales projections.
• Responsible for developing and implementing product sales and growth strategy for the business development team.
• Deep understanding of the issues and challenges faced by Ultra High Net Worth individuals and wealthy families.
• Exceptional understanding of the full range of investment expertise in wealth management and related products, services and processes
• Excellent knowledge of the investment and financial markets.
• The individual will be expected to drive incremental, profitable growth by leveraging existing relationships and building new ones, consistently demonstrating a clear understanding of client issues and deployment of innovative solutions.
• Generating new and creative ideas for new product development to broaden the range of investment management services available to clients.
• Responsible for strategic account acquisition and aggressive identification, prioritizing, and management of corporate relationships with strategic partners that have sufficient reach to provide business development results for the business.
• Promoting Cordros Asset Management’s products and services offered to HNI &UHNI market.
• Conducting comprehensive reviews to analyze financial data and provide recommendations for modifications based on client's risk tolerance, goals, objectives and individual preferences.
• Transferring market and specific client knowledge to Relationship Managers and other relevant internal stakeholders that would enhance client relationships.
• Arranging business meetings and one-on-one conversations with prospective clients.
• Applying advanced knowledge of financial products, services, and strategies to provide a holistic advice.
• Building trust and long-term relationships with clients/customers.
• Managing records of sales, revenue, and other important data.
• Supervising the activities of the business development team to meet their targets.
• The position is a senior position and will be expected to establish and maintain strong relationships with Ultra High Net Worth individuals and wealthy families.

Education & Experience

• A bachelor’s degree in Business Administration, Economics or any relevant discipline
• A minimum of 10 years’ experience in Investment/Wealth Management or Financial Services, of which a minimum of 6 years must have been spent within the business development function.
• The preferred candidate must have a proven track record of leading a team.
• The candidate must have a proven track record of managing HNI’s and Institutions.

Required Skills:

• Financial Planning Skills
• Excellent communication and interpersonal skills
• Excellent organization and time management skills
• Demonstrable business development experience with HNI &UHNI
• Good analytical and problem-solving skills
• Ability to work independently and in a team
• Excellent presentation skills
• Ability to present ideas in business-friendly and user-friendly language
• Exceptionally self-motivated and directed
• Keen attention to details
• Highly collaborative and thrives well in a fast-paced work environment.
• Excellent business acumen
• Highly motivated with a desire to take advantage of new opportunities
• Time management and organizational skills
• Sales/ Marketing Skills
• Coaching/Mentoring Skills
• Confident negotiation skills
• Eager to expand the company with new sales, clients, and territories
• Able to analyze data and sales statistics and translate results into better solutions
• Experienced at preparing and presenting quarterly goals and forecasts for future projects