Job Description
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 communications skills Persuasive, credible, and is a 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 A compensation package commensurate with experience will available.#J-18808-Ljbffr