Manager

Role & responsibilities

. 1.Client Acquisition and Relationship Management

• Identify, prospect, and acquire new clients, including High Net-Worth Individuals (HNIs), Family Offices, and Institutional clients

• Build, nurture, and sustain long-term relationships with both new and existing clients and key stakeholders, such as stockbrokers, distributors, and Registered Investment Advisors (RIAs)

• Understand clients' investment objectives, risk appetite, and financial goals to offer tailored ETF and passive investment solutions

2. Product Knowledge and Sales

• Attain deep expertise in Exchange-Traded Funds (ETFs), index funds, and passive investment strategies

• Present and explain the benefits, risks, and features of ETFs and other passive investment products to clients

3. Market Intelligence and Competitive Analysis

• Monitor and analyse trends in capital markets, ETFs, and the broader investment landscape to provide actionable insights

• Regularly update clients on market conditions, ETF performance, and related investment opportunities

• Collaborate with internal teams to stay informed on industry developments and formulate innovative strategies to increase market penetration

4. Compliance and Risk Management

• Ensure full compliance with regulatory requirements, industry standards, and internal policies

• Proactively address and mitigate potential risks related to client investments, safeguarding both client and company interests

• Maintain accurate, up-to-date documentation of client interactions, transactions, and market activities