Undergraduate business degree ideally combined with an MBA and designations such as CFA, CIM, etc.
A minimum of 10 years of asset management, wealth management banking or investment industry experience.
Thorough knowledge of the asset/wealth management industry and related regulatory and compliance requirements
Understanding of investment concepts, analytics and investment administration
Client centric focus; Builds trust, credibility and respect with all clients and prospects especially those with minimal investing acumen or knowledge.
Ability to develop and manage pipeline of opportunities and convert prospects into clients
Ability to qualify leads and focus on opportunities that have the most strategic and financial long-term impact
Ability to make compelling presentations to a variety of audiences, centers of influence, using visual aids, social media, and other media.
Ability to be flexible, multi-task and prioritize effectively in a fast paced environment.
Ability to handle a variety of constituencies, juggle multiple tasks simultaneously and thrive in a complex environment with multiple priorities
Exceptional interpersonal skills—ability to interact successfully with colleagues and clients using a positive, collaborative approach
Excellent written, and verbal communications skills
Persuasive, credible, and is a polished communicator with excellent influencing and networking skills
Operates comfortably under pressure, stays focused on accomplishing results during periods of high stress
Shares the company’s core values
A compensation package commensurate with experience will available.#J-18808-Ljbffr