Asset Management Specialist
5 days ago
About the Role
We are seeking a highly skilled Asset Management Specialist to join our team at Amicorp Group. As an Asset Management Specialist, you will be responsible for managing investment portfolios, building relationships with clients and intermediaries, and identifying new business opportunities.
Main Responsibilities
- Portfolio Management: Manage investment portfolios, including constructing and maintaining investment portfolios, and providing investment advice to clients.
- Customer Relationships: Build and maintain relationships with clients and intermediaries, identifying new business opportunities and converting leads into sales.
- Market Analysis: Conduct market analysis to identify trends and opportunities, and develop and execute sales plans to capitalize on these opportunities.
- Team Collaboration: Work closely with the sales team to ensure seamless communication and collaboration.
Qualifications and Experience
- Sales Experience: 18+ years of sales experience in wealth structuring, private banking, institutional sales, or fund industry, with an existing demonstrable book of clients.
- Background in Investment Banking and/or Asset Management: Required to fulfill aspects of the role.
- VCC Experience: Prior experience managing VCCs, with exposure to financial products, hands-on experience managing/constructing an investment portfolio.
- Leadership Skills: Strong leadership, social & interpersonal skills, positive can-do attitude, creativity, and ability to adapt and work under pressure.
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