Job Offers at ARM Hold Co.

Job Summary

• The Team Lead, Retail Sales is responsible for executing and managing retail sales strategies aimed at acquiring, retaining, and growing ARM’s retail client base across investments, stockbroking and estate planning services. The ideal candidate will oversee both digital and physical client acquisition channels with focus on a scalable, digital-first retail strategy, driving sales performance, and providing leadership to the retail sales team. The role requires a strong understanding of investment products, stockbroking and estate planning, customer engagement, digital tools, and retail sales team development.

Job Details

Sales & Business Development

• Leverage digital marketing, social media, automation tools, and platform engagement to attract and convert retail prospects.
• Implement tactical retail sales strategies to acquire and grow the retail client base.
• Drive client onboarding, cross-selling, and portfolio growth across target segments.
• Support the achievement of Assets Under Management (AUM) and revenue targets.

Channel Management

• Lead retail sales activities through digital platforms and physical channels (e.g., field agents, partners, and relationship managers) with the aim of constantly increasing the ration of digital conversions relative to physical acquisitions.
• Ensure alignment between digital and traditional teams to deliver a consistent client experience.
• Promote usage of digital tools and platforms to enhance acquisition and servicing.

Team Supervision & Development

• Lead, supervise, and motivate retail sales officers and agents to meet performance targets.
• Provide coaching, feedback, and performance tracking for the team.
• Ensure adequate training and development of team members to enhance capabilities

Client Engagement & Support

• Ensure excellent client service delivery and quick resolution of client-related issues.
• Track and manage customer feedback to inform service improvements.
• Drive customer retention through segmentation and personalized engagement. Collaboration & Execution
• Work closely with the product, marketing, and digital teams to improve lead generation, conversion, and retention strategies.
• Contribute insights and market feedback to inform product innovation and market-fit assessments.

Operational Compliance & Reporting

• Monitor and ensure compliance with internal policies, regulatory guidelines, and risk management procedures.
• Track team performance, report key metrics (acquisition rates, AUM growth, retention, churn, etc.), and recommend improvements.

Requirements

COMPETENCIES, SKILLS & ABILITIES

• Digital savvy with understanding of customer acquisition tools and platforms
• Strong sales and relationship management skills • Knowledge of investment and financial products
• Analytical mindset with ability to interpret performance data • Excellent communication and leadership skills
• Ability to manage performance and drive accountability

QUALIFICATION & EXPERIENCE

•  Bachelor’s degree in business, Finance, Marketing, or a related field.
• 8+ years of experience in retail sales, digital financial services, and customer acquisition roles.
• Experience leading sales teams and driving performance in both digital and fieldbased environments.
• Familiarity with CRM systems, sales reporting tools, and digital acquisition strategies

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Job Summary

• The Team Lead, Private Wealth Management is responsible for overseeing a team of relationship managers across all ARM Subsidiary businesses dedicated to serving high-net-worth individuals (HNWIs). The role involves driving assets and revenue growth, and ensuring client retention through excellent service standards. The successful candidate will possess deep financial expertise, strong leadership ability, and experience in managing HNWI relationships within a structured wealth management environment

Job Details

• Assets and Revenue growth. Drive asset and revenue growth through new client acquisition, client retention, and share of wallet expansion; delivering customized solutions in financial planning, investment management, securities brokerage, and estate planning. 
•  Client Relationship Management. Serve as a trusted wealth advisor, managing and growing a portfolio of high-net-worth clients by delivering tailored investment, brokerage and estate planning solutions. The ideal candidate must also conduct regular client reviews and ensure satisfaction and long-term engagement. 
• Team Leadership & Performance o Lead, coach, and supervise a high performing team of wealth and relationship focused managers. o Set performance targets and foster a culture of individual and team accountability and client-centricity o Drive internal training and performance reviews to strengthen expertise in investment advisory, wealth management, and team professional development. 
• Product & Portfolio Oversight o Ensure portfolios are aligned with client objectives, risk appetite, and regulatory requirements. 
• Collaborate with product specialist teams to offer personalized wealth solutions. 
•  Guide the structuring of investment portfolios, trusts, estate plans, and succession strategies
• Stay informed about market trends, economic conditions, and industry developments. 
•  Compliance & Risk Management. Maintain accurate and complete client records and ensure team compliance with internal policies and regulatory guidelines (e.g., KYC, suitability, documentation).

Requirements

COMPETENCIES, SKILLS & ABILITIES 

• Deep knowledge of the HNW client landscape, financial planning, estate planning, tax strategy, and private trust structures.
•  Strong sales and relationship management skills 
• Strong interpersonal, presentation, and negotiation skills. 
• Knowledge of investment and financial products 
•  High emotional intelligence and ability to build long term client relationships.
•  Digital savvy with understanding of customer acquisition tools and platforms
•  Analytical mindset with ability to interpret performance data 
• Excellent communication and leadership skills
•  Ability to manage performance and drive accountability

QUALIFICATION & EXPERIENCE

• Bachelor’s degree in finance, Economics, Business Administration, or a related field. 
• Professional certifications (e.g., CFA, CFP, CIS) are an added advantage. 
• 10+ years of experience in private wealth management, private banking, or wealth advisory roles.
•  Proven ability to manage HNWI relationships and lead a successful client-facing team. 
• Experience in structured financial services or relationship-based roles within sectors like banking, or luxury services

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Job Summary

• Responsible for creating and growing new and existing private wealth and HNI/UHNI relationships across the ARM Group to grow Funds Under Management (FUM). The ideal candidate will have a deep understanding of wealth management spanning assets management, estate planning, and a proven ability to manage high net worth client relationships

Job Details

Client Relationship Manaement:

• Build and maintain strong relationships with high-net-worth clients.
• Provide personalized financial advice and solutions tailored to client needs.
• Conduct regular portfolio reviews and performance assessments.

Business Development:

• Identify new business opportunities and cross-sell financial products and services.
• Acquire new private wealth, stockbroking and estate planning relationships; significantly growing the funds under management.
• Collaborate with other business segments to deliver comprehensive solutions to clients.

Client Service Excellence:

• Ensure the highest level of client satisfaction and loyalty.
• Address and resolve client issues and concerns promptly.
• Monitor client feedback and implement improvements

MarketAnalysisandInsights:

• Stay informed about market trends, economic conditions, and industry developments.
• Provide insights and recommendations to clients and the team based on market analysis.

Requirements

COMPETNCIES, SKILLS & ABILITIES 

• Excellent communication and interpersonal skills
• Deep understanding of the needs and expectations of high-net-worth clients.
• Exceptional client service skills and a proactive approach to client management.
• Ability to build long-term relationships based on trust and integrity.
• In-depth knowledge of wealth management products and services.
• Strong analytical skills and the ability to assess financial markets and trends.
• Proficiency in portfolio management and financial planning.
• Ability to develop and implement business strategies.
• Strong problem-solving skills and the ability to make sound decisions.
• Innovative thinking and the ability to adapt to changing market conditions

QUALIFICATION & EXPERIENCE

Education:

• Bachelor’s degree in finance, Business Administration, Economics, or a related field.
• A master’s degree or relevant professional certification (e.g., CFA, CFP) is preferred.

Experience:

• Minimum of 2 years of experience in wealth management or private banking, with a focus on high-net-worth clients.
• Proven track record in client relationship management and business development. Other Requirements:
• Strong knowledge of financial markets and investment products.
• Excellent communication, negotiation, and presentation skills.
• High ethical standards and a commitment to maintaining client confidentiality

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Job Summary

• The ideal candidate is expected to apply pro-active, methodical and innovative working practices to identify and develop renewable business opportunities, create and maintain strong client relationships, market and sell a range of financial products across investments, stockbroking and estate planning, whilst providing best advice and a quality service.

Job Details

KEY RESPONSIBILITIES 

Business Development:

• Identify new business opportunities and cross-sell financial products and services products across investments, stockbroking and estate planning.
• Develop strategies and go to market approaches to acquire new relationships and significantly grow the funds under management through digital initiatives.
• Collaborate with other business segments to deliver comprehensive solutions to clients.

Client Relationship Management:

• Build and maintain strong relationships with retail clients.
• Ensure excellent client service delivery and quick resolution of client-related issues
• Provide personalized financial advice and solutions tailored to client needs.
• Conduct regular portfolio reviews and performance assessments.

Client Service Excellence:

• Ensure the highest level of client satisfaction and loyalty.
• Address and resolve client issues and concerns promptly.
• Monitor client feedback and implement improvements

Requirements

COMPETENCIES, SKILLS & ABILITIES

• Sound knowledge of investment products and markets and ability to apply this knowledge
• Experience in retail financial services and a proven track record in a Sales or target driven environment.
• Excellent interpersonal and communication skills to effectively uncover and resolve complex customer and employee issues.
• Excellent communication skills, common sense, and an empathetic ear
• Relationship management skills.
• Ability to manage multiple priorities.
• Good appreciation and working knowledge of office productivity tools.
• Competitive drive and achievement-oriented
• Motivation to learn, sell, and grow
• Good computer skills
• High degree of self-confidence

QUALIFICATION & EXPERIENCE 

Education:

• Bachelor’s degree in finance, Business Administration, Economics, or a related field.
• A master’s degree or relevant professional certification (e.g., CFA, CFP) is preferred.

Experience:

• Minimum of 2 years of experience in wealth management or asset management, with a focus on retail clients.
• Proven track record in client relationship management and business development.

Other Requirements:

• Strong knowledge of financial markets and investment products.
• Excellent communication, negotiation, and presentation skills.
• High ethical standards and a commitment to maintaining client confidentiality