Jobs Details
Director
20 years
Job Description : INVESTMENT PLACEMENT DIRECTOR JEDDAH KSA To assist in identifying and promoting High-Net-Worth Clients and institutional investors through marketing its financial / investment products for all asset classes for maximum market penetration and revenue generation. This includes active involvement in all activities relating to marketing, placing and client relationships Client Engagement and Awareness: Proactively engage with potential High Net Worth individuals and corporate clients, effectively introducing them to company and cultivating an understanding of its unique products and services. Initiative in client interactions, collaborating with the product technical team to deliver compelling sales pitches and showcase the value and potential of company’s investment opportunities. Sales Targets and Client Acquisition: Achieve sales and business targets, including client acquisition and AUM building, by promoting the firm's investment products to local and overseas high-net-worth clients. Cross-Functional Coordination: Coordinate cross-functional teams to bring together all the relevant expertise that can service clients' needs (when applicable). Undertake the placement of specific deals (corporate finance or real estate) or funds. Risk Management and Compliance: Work with compliance, anti-money laundering, and legal teams to assess risks associated with potential new and existing clients and effectively address anything through resolution or escalation to the Placement Committee for further action. Support the onboarding team to keep all relevant client information updated to avoid CMA fines.
Country : Kingdom of Saudi Arabia
Posted on : 23-12-2024
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