Responsible for managing a portfolio of assigned clients, driving growth by developing new business opportunities from existing relationships, and actively acquiring new clients. The role focuses on delivering investment solutions tailored to client needs, ensuring excellent service, and meeting sales and portfolio performance targets.
Key Responsibilities
* Manage and grow a portfolio of trust and investment clients by deepening relationships and offering appropriate products.
* Identify and pursue new business opportunities within assigned markets and segments.
* Provide investment advice aligned with clients’ financial goals, risk appetite, and market conditions.
* Prepare proposals and conduct client presentations for investment solutions, including UITFs, fixed income, and other trust products.
* Collaborate with portfolio managers, legal, compliance, and operations teams to deliver seamless and compliant service.
* Ensure timely resolution of client concerns while maintaining high service standards.
* Maintain accurate client records and ensure compliance with internal and regulatory guidelines.
* Contribute to overall sales and AUM (Assets Under Management) targets of the Trust Division.
Qualifications
* Bachelor's degree in Business, Finance, Economics, or related field; MBA is an advantage.
* 3–5 years of relevant experience in Trust Banking Sales or Account Management.
* Relevant certifications preferred but not required:
o SEC Fixed Income Market Salesman Certification
o UITF Certification
o Chartered Financial Analyst (CFA)
* Excellent communication and interpersonal skills; confident in engaging with senior-level clients and internal teams.
* Strong business development skills and customer focus.
* Knowledge of trust products, investment vehicles, and regulatory compliance standards.
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