Senior Manager - Distribution (Southern Downs Regional)

- Handling and Servicing Existing HNI Clients for Advisory/PMS and AIF Products:
- Act as the primary point of contact for high net worth individual (HNI) clients.
- Provide personalized advisory services and wealth management solutions based on clients' financial goals and risk profiles.
- Coordinate with portfolio management services (PMS) and alternative investment fund (AIF) teams to ensure smooth servicing of client accounts.
- Conduct regular portfolio reviews and performance updates for existing clients.
- Lead Generation and Sourcing of Current Clients and Accounts:
- Proactively identify potential HNI clients through various channels such as referrals, networking, and market research.
- Collaborate with marketing and sales teams to generate leads and convert them into active accounts.
- Arranging Client Meetings with Fund Managers on Regular Intervals:
- Coordinate and schedule meetings between HNI clients and fund managers for investment discussions and updates.
- Ensure timely communication of investment strategies, market insights, and performance reports to clients.
- Facilitate productive discussions to address client queries and concerns regarding their investments.
- Managing Events with HNI and Ultra HNI Clients with AMC Support:
- Plan and organize exclusive events and seminars for HNI and ultra HNI clients in collaboration with asset management companies (AMCs).
- Reviews of Client Existing Investments on Regular Basis:
- Conduct thorough reviews of clients' existing investments to assess performance, risk exposure, and alignment with financial objectives.
- Support and Servicing to Existing Branches and Sub-brokers:
- Collaborate with branch managers and sub-brokers to address client inquiries, resolve operational issues, and facilitate seamless service delivery.
- Provide training and guidance to branch staff and sub-brokers on product offerings, sales techniques, and client management best practices. #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3rtexr