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Job Description
Minimum Qualifications
- Undergraduate business degree ideally combined with an MBA and designations such as CFA, CIM, etc.
- A minimum of 10 years of asset management, wealth management banking or investment industry experience.
- Thorough knowledge of the asset/wealth management industry and related regulatory and compliance requirements.
- Understanding of investment concepts, analytics and investment administration.
- Client centric focus; builds trust, credibility and respect with all clients and prospects, especially those with minimal investing acumen or knowledge.
- Ability to develop and manage pipeline of opportunities and convert prospects into clients.
- Ability to qualify leads and focus on opportunities that have the most strategic and financial long-term impact.
- Ability to make compelling presentations to a variety of audiences, centers of influence, using visual aids, social media, and other media.
- Ability to be flexible, multi-task and prioritize effectively in a fast-paced environment.
- Ability to handle a variety of constituencies, juggle multiple tasks simultaneously and thrive in a complex environment with multiple priorities.
- Exceptional interpersonal skills—ability to interact successfully with colleagues and clients using a positive, collaborative approach.
- Excellent written and verbal communication skills.
- Persuasive, credible, and polished communicator with excellent influencing and networking skills.
- Operates comfortably under pressure, stays focused on accomplishing results during periods of high stress.
- Shares the company’s core values.