Fund (DPM) Sales - Financial Institution

Company : Michael Page

Job Type : Full Time

Singapore

Number of Applicants

000+

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Job Description - Fund (DPM) Sales - Financial Institution

Flat and conducive work environment
Stable and reputable organisation

About Our Client

Our client is a well known and established Financial Brokerage firm. They are looking to hire an experienced salesperson to increase the AUM of the firm's in-house Discretionary Portfolio Management (DPM) products by marketing to High Net Worth Individuals, Clubs, Associations, and Societies.

Job Description

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

The Successful Applicant

Degree in Finance, Business, or a related discipline
8 or more 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 of asset allocation, diversification, and portfolio risk concepts

What's on Offer

Competitive remuneration package: Base salary + Commissions + Variable Bonus
Established and reputable brand and platform
Support and direction from Senior Management

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Fund (DPM) Sales - Financial Institution

Job Description - Fund (DPM) Sales - Financial Institution

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