Sales Associate - Investment Management -

Client Details

The client is an investment banking and asset management firm that handles high net worth individuals, family offices and institutions throughout the Middle East Description

Reporting to the Head of Institutional Sales, the role will involve:

Developing client referral sources and initiate contact with prospects to promote company products and services.

Acquiring new clients and managing, maintaining, and strengthening relationships through the Investment Management platform.

Monitoring client portfolios and communicating trade ideas to achieve client objectives.

Providing and maintaining sales reports, pipeline, and any other records required by the management.

Achieve agreed customer acquisition, AUM and revenue targets

Profile

The ideal candidate should have:

A minimum of a bachelor's degree in commerce/finance/economics /business administration

Strong preference for a CISI qualification

Minimum of 3 years of relationship management/institutional sales/business development experience, with a focus towards UHNWI/HNWI/family offices/institutions

Knowledge of financial markets, and ability to formulate view

Strong communication and presentation skills

Strong preference for Arabic speakers Job Offer

Excellent compensation and reputable organisation