Head of Wealth Management
2 days ago
Company Description
Sterling Nexus an indigenous HR Solution and Advisory Services firm specialized in delivering strategic HR Consulting is currently hiring for Head,
Wealth Management.
Role Description
As the Head, Wealth Management, you will be responsible for leading a team of professionals/sales people to acquire mass affluent, high net worth and Ultra High Net Worth clients with a view to selling various fixed income products and specialized lending considerations to drive revenue growth and expand the Finance Company's client base within the Mass Affluent and HNI client segment. This role combines effective communication and leadership, business development experience, and client access/relationship management to ensure the team achieves financial targets and provides curated service to this sophisticated segment.
Qualifications/Requirements
- Strong leadership and team management skills.
- Excellent communication, persuasion, and interpersonal skills.
- Proven track record in business development and sales within the wealth management sector.
- Deep understanding of financial products, investment strategies, and the needs of high-net-worth individuals.
- Proficiency in financial analysis, portfolio management software, and CRM systems.
- Knowledge of relevant laws, regulations, and compliance requirements.
- Strong analytical and problem-solving skills.
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