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Director, Portfolio Solutions

10-12 Years
  • Posted 3 hours ago
  • Be among the first 10 applicants

Job Description

Key Responsibilities

  • Market and distribute Model Portfolios to affluent individuals, family offices, associations, and corporate clients
  • Work closely with sale advisers to position Model Portfolios as core portfolio solutions
  • Conduct client presentations and product briefings to explain portfolio construction, risk profiles, and investment rationale
  • Develop new client opportunities and deepen existing relationships
  • Collaborate with investment and product teams to provide holistic wealth solutions to clients

Requirements

  • Degree in Finance, Business, or a related discipline
  • 10-12 years of relevant experience in wealth management sales or asset management
  • Proven sales background with a strong record in client acquisition and relationship management
  • Comfortable with proactive prospecting and cold calling
  • Ability to explain investment ideas clearly to non-specialist clients
  • Working knowledge (not specialist expertise) of asset allocation, diversification, and portfolio risk concepts
  • Fluency in spoken and written English; conversational Mandarin preferred

More Info

Job Type:
Industry:
Employment Type:

Job ID: 152461383

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