The role involves on-boarding and managing relationships with new and existing clients for the Investment Management platform. They will also be introducing them to the company’s investment products including DCMs, ECMs, fixed income and public equities to achieve financial and non-financial objectives.

Client Details

The client is an investment banking and asset Management firm that handles high net worth individuals, family offices and institutions throughout the Middle East

Description

Reporting to the Head of Institutional Sales, the role will involve:
Developing client referral sources and initiate contact with prospects to promote company products and services.Acquiring new clients and managing, maintaining, and strengthening relationships through the Investment Management platform.Monitoring client portfolios and communicating trade ideas to achieve client objectives.Providing and maintaining sales reports, pipeline, and any other records required by the management.Achieve agreed customer acquisition, AUM and revenue targets

Profile

The ideal candidate should have:
A minimum of a bachelor’s degree in commerce/finance/economics /business administrationStrong preference for a CISI qualificationMinimum of 3 years of relationship management/institutional sales/business development experience, with a focus towards UHNWI/HNWI/family offices/institutionsKnowledge of financial markets, and ability to formulate viewStrong communication and presentation skillsStrong preference for Arabic speakers

Job Offer

Excellent compensation and reputable organisation

Job Details

Preferred Candidate