Sales Director
Job Description
Key responsibilities:Proactively identify, target, and acquire new client relationships. Leverage existing networks and develop new channels through private bankers, professional intermediaries.Master the full suite of investment products to structure and present tailored solutions that address specific client goals, risk profiles, and liquidity needs. Build and maintain long-term, trusting relationships.Provide frontline market feedback on client needs, competitive landscape, and product trends to the investment and product development teams to help shape future offerings.Work closely with Investment Specialists, Portfolio Managers, and the Client Service team to ensure a seamless client experience, from initial presentation through onboarding and ongoing reviews.Achieve and exceed monthly, quarterly, and annual sales targets, including AUM growth, product sales volume, and revenue contribution.Prepare sales reports, track client activity, and analyze sales data to identify areas for improvement and adjust sales tactics accordinglyParticipate in industry events, conferences, and client meetings to enhance brand visibility and expand client network. Requirements: Minimum of 5 years of direct, relevant sales experience in asset management, private banking, wealth management, or capital raising for alternative investments, with a verifiable history of exceeding AUM/revenue targets.A demonstrably extensive and active personal network within UHNWI, Family Office communities, Corporate community.Strong understanding of capital markets and a wide range of asset management products, particularly those relevant to sophisticated clients.Ability to engage confidently and credibly with founders, entrepreneurs, family principals, and senior professionals. Exceptional interpersonal, presentation, and negotiation skills.A self-starter with high energy, resilience, and a hunter mentality. Able to operate strategically and independently in an entrepreneurial environment within a larger platform.