Senior Sales Analyst in an Asset Management Company
Kholas Professional Services Limited
Management & Business Development
Job Summary
We are looking to hire a Wealth Manager Senior Analyst, whose primary responsibility is to meet the company’s financial target and manage relationships with clients to ensure optimum client acquisition.
- Minimum Qualification : Degree
- Experience Level : Mid level
- Experience Length : 4 years
- Working Hours : Full Time
Job Description/Requirements
Responsibilities:
- Meet the company’s financial target
- Manage relationships with clients to ensure optimum client acquisition, retention, and income generation from the sales of the company’s investment products.
- Providing financial advisory to high net-worth clients on the ideal asset allocation structure.
Requirements:
- Minimum of degree
- Minimum of 4 years experience in a similar role
- Good communication, presentation, and writing skills.
- Attention to details.
- Ability to influence and persuade.
- Time management/organizational skills/analytical skills.
- Industry knowledge and ability to network effectively.
- Proficiency in Microsoft Office suites.
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