Associate Director, Sales, Wealth Management
Core
Drive revenue for HNW clients and professional investors through secondary and primary broking activities, including account opening, due diligence, product roadshows, and pitching.
Role type
Senior IC sales relationship manager (wealth management)
Builds
Revenue-generating client relationships and product adoption for HNW and corporate clients
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
HNW client relationship management, primary and secondary broking, product roadshow execution, post-trade review, data analysis, business development, investment product knowledge (equities, fixed income, futures, commodities)
Preferred skills
Extensive network in Greater Bay Area (GBA) markets, connections for overseas investment products
Technologies
N/A
Responsibilities
Act as Relationship Manager to drive target business for HNW clients and professional investors; Maintain relationships with existing and new HNW & Corporate clients; Provide trading and dealing services and post-trade review; Participate in internal and external business development activities; Support Wealth Management team to increase brand awareness and market share
Seniority
Senior, hands-on IC