Relationship Manager (Private Wealth, Investment Solutions)

Responsibilities:

• Identify and evaluate new business opportunities in the financial trading industry
• Build relationships with Corporate/Private Wealth industry players – i.e. private & sovereign funds, investment houses, family offices, financial advisory firms, asset management companies, among others.
• Offer potential clients on different asset classes – stocks, derivatives, futures.
• Negotiate terms of business with clients

Qualifications:

• At least 4 years of experience in business development or sales, preferably in fintech, capital markets, brokerage, investment firms, and the like
• Proven track record of success in identifying and closing deals with UHNW/HNW/family offices/Private
• Wealth/Wealth Management clients.
• Strong understanding of the financial trading industry

If this sounds worth a chat, connect with info@salientgroup.com.au