Managed Investments Sales Lead
Core
Drive Managed Investments sales, client engagement, and asset raising strategy across the EMEA region for sophisticated private banking clients.
Role type
Senior IC sales lead (multi-asset)
Builds
Client investment solutions and asset raising strategies
Domain
Financial services / Private Banking / Multi-asset investments
Deliverable
client delivery
Required skills
Sales management, multi-asset product knowledge (public and private markets), client relationship management, solution design, risk assessment, compliance adherence
Preferred skills
Master's degree, experience in similar sales roles
Technologies
N/A
Responsibilities
Partner with Private Bankers and Investment Counselors to originate business; Analyze client investment needs and craft tailored solutions; Present recommendations in written proposals; Ensure solution implementation and identify add-on business opportunities; Assess risk and drive compliance with laws and regulations.
Seniority
Senior, hands-on IC