Jobs in an Asset Management Company

Key Responsibilities:
The Senior Investment Sales Manager is responsible for engaging High Networth Individuals and Institutional Investors in managing their investment, financial and trust planning and fund administration needs.

• Marketing strategy formulation and customer acquisition
• Mobilise investment assets and funds
• Engage with clients, document their needs and fashion out the best investment programmes forthem
• Liaise with asset managers and portfolio managers to achieve the prescribed investment programmes for clients
• Generate product development and improvement ideas based on practical needs communicated by clients and prospects.
• Fashion financial plans for clients by drawing from inputs by portfolio managers, tax planners, financial advisors, risk managers, lawyers and trust managers, within and without the organisation.
• Prospect for and initiate deals ideal for meeting clients' needs
• Act as first-line financial advisor to clients who seek advice on wholesale investment, divestment, or business restructuring or re-organisation transactions.

Qualification & Skills

• Bachelor's degree or HND in any discipline.
• A Masters or/and professional certification may confer additional advantage.
• 10-15 years experience in a bank or non-bank financial institution with at least five years demonstrable track of performance in a core marketing function.
• An excellent listener
• A natural seller and charming persona, with practical knowledge of a range of marketing techniques and concepts
• Must be very presentable and highly professional
• Must have verifiable experience of selling financial products to HNIs and institutions
• Should be ambitious and have good leadership skills
• Should be an organised personality with at least intermediate level proficiency in use of Microsoft office tools such as MS Word, MS Excel and Powerpoint.