Manager - PCG Sales

Job Overview:

Findoc is seeking an experienced and dynamic Manager
of Premier Client Group (PCG) Desk to join our team. This individual will be
responsible for acquiring, managing, and servicing Ultra High Net Worth
Individuals (UHNWIs) by offering a wide range of wealth management solutions.
The ideal candidate will have a thorough understanding of financial products
such as PMS, AIF, bonds, mutual funds, and stock market offerings, including
algo trading.

Key Responsibilities:

Client Acquisition & Business
Development:

• Drive
  the acquisition of UHNWIs and HNWIs, creating tailored wealth management
  strategies to meet their unique financial needs.
  
• Promote
  and sell large portfolios, including our and third party PMS (Portfolio
  Management Services), AIF (Alternative Investment Funds), bonds, mutual
  funds, and other investment products.
  
• Build
  relationships with clients, understand their financial goals, and position
  Findoc’s offerings as optimal solutions to their needs.
  
• Develop
  and execute a comprehensive sales strategy to expand the PCG business,
  leveraging personal networks, industry contacts, and market intelligence.
  
• Manage
  the sales process for large-ticket AIF investments, offering expert
  guidance on portfolio construction and diversification.
  

Client Relationship Management:

• Serve
  as the primary point of contact for UHNW clients, ensuring an exceptional
  experience across all touchpoints.
  
• Provide
  timely and accurate solutions to client queries and concerns, ensuring
  high levels of client satisfaction and retention.
  
• Regularly
  meet clients to review their portfolios, discuss market trends, and
  suggest adjustments based on evolving financial goals and market
  conditions.
  
• Cross-sell
  a wide range of financial products (PMS, AIF, bonds, mutual funds, etc.)
  to existing clients, maximizing business opportunities.
  

Investment Product Expertise:

• Maintain
  a deep understanding of various financial products such as PMS, AIFs,
  bonds, and mutual funds, and be able to communicate their features and
  benefits effectively to clients.
  
• Stay
  updated with developments in the stock market, including trading
  strategies, new investment products, and regulatory changes.
  
• Have
  hands-on experience with stock market trading, including an understanding
  of algorithmic trading, and leverage this knowledge to guide clients in
  structuring their investment portfolios.
  
• Guide
  clients on risk management strategies, portfolio diversification, and
  wealth preservation techniques.
  

Sales & Performance Metrics:

• Set
  and achieve sales targets for bringing in new business and expanding
  existing client portfolios.
  
• Regularly
  track and report sales performance, client acquisition, and retention
  metrics to senior management.
  
• Analyze
  market trends and competitor offerings to identify new business
  opportunities and growth areas.
  

Compliance & Risk Management:

• Ensure
  all client dealings and financial transactions are compliant with
  regulatory requirements and internal policies.
  
• Work
  closely with the compliance team to ensure that all wealth management
  strategies adhere to legal and ethical standards.
  
• Ensure
  the team is aligned with risk management protocols and is well-informed on
  market volatility and client risk tolerance.
  

Requirements

Requirements

Experience:

• Minimum
  5 years of experience in wealth management, financial product
  distribution, or stock market sales, with a focus on UHNWIs and HNWIs.
  
• Proven
  track record in selling large portfolios, AIF tickets, and managing
  high-value relationships.
  
• Expertise
  in various financial products such as PMS, AIF, bonds, mutual funds, and
  experience with stock market investments and algo trading.
  
• Experience
  in both banking and broking environments, managing Premier Clients, will
  be highly preferred.
  

Educational Background:

• Bachelor's
  degree in Finance, Economics, Business Administration, or a related field.
  
• Additional
  certifications such as CFA, CFP, or equivalent are an advantage.
  

Skills & Competencies:

• Strong
  sales and business development skills, with a proven ability to build
  relationships and drive revenue.
  
• In-depth
  knowledge of wealth management products, investment strategies, and market
  dynamics.
  
• Hands-on
  experience with stock market trading and understanding of algorithmic
  trading strategies.
  
• Exceptional
  communication, negotiation, and interpersonal skills, with the ability to
  build trust with clients.
  
• Leadership
  skills, with experience in managing, mentoring, and motivating a team.
  
• Strong
  analytical and problem-solving abilities, capable of understanding complex
  client needs and providing tailored financial solutions.
  
• Ability
  to work under pressure and meet sales and business growth targets.
  

Personal Attributes:

• Client-focused
  with a high level of professionalism and integrity.
  
• Self-motivated,
  results-driven, and capable of operating independently as well as part of
  a team.
  
• Entrepreneurial
  mindset with the ability to drive business growth in a competitive market.