Director of Sales - Private Wealth

Job Description:

• Focus on the private wealth management segment, including high-net-worth (HNW) individuals and family offices. Develop a strong understanding of the wealth management landscape and build a robust network within this segment.
• Create and execute strategic initiatives to drive business growth, including direct prospecting, referrals, and organizing events.
• Gain in-depth knowledge of the company’s platforms, products, and solutions to effectively match and differentiate offerings based on private wealth clients’ trading and investment needs.
• Lead internal initiatives to enhance platforms, products, and solutions to better meet the needs of private wealth clients.
• Independently plan and work towards achieving personal sales targets while leveraging team resources and collaborating with peers and other departments within the company.
• Foster and maintain strong relationships with family offices and HNW clients, ensuring long-term client retention and partnerships.

Job Requirements:

• At least 3 years of experience in business development, working with HNW clients or family offices, particularly in trading, investment products, platforms, or solutions.
• Experience advising private wealth clients on investment strategies and asset allocation.
• Self-driven with the ability to independently manage the entire sales cycle.
• Strong knowledge of multi-asset classes, with a focus on equities trading. Ability to quickly learn and demonstrate trading platforms and solutions.
• Quick learner, excellent communicator, and team player.