Head – Wealth Sales

To coordinate and serve as the primary initiator and relationship manager for high-net-worth
individuals, while ensuring the execution of the company’s strategic and operational goals for the
client segment.

Role Qualification:

Academic/Professional:

• BSc/Degree from a reputable Tertiary Institution
• Relevant postgraduate (MSc, MBA) and/or professional qualification (CFA etc) would be an added advantage.

Work Experience: 5 – 8 Years professional experience in related position.

Key Responsibilities:

• Drive the marketing and sale of AXA MANSARD solutions, especially investment products, to High-Net-worth Individuals (HNIs) towards meeting annual goals.
• Ensure the continued development of an active HNI prospect list for conversion, planning and budget predictability.
• Carry out any other assignment that might be delegated by the CEO, COO or CIO.
• Support in planning and executing events targeted towards High Income Persons (HIPs) and High Net worth Individuals (HNIs)
• Support goals towards identifying and closing investment and insurance opportunities in all aspects of the customers’ lives e.g. business insurance products for HIPs and HNIs who are business owners.
• Ensure the continued development of an active HNI prospect list for conversion, planning and budget predictability.
• Undertake the profiling of each client and the preparation of Investment Policy Statements, including well-structured asset allocation targets and model portfolios.
• Undertake economic and market commentary leveraging insights from internal and external research for engagement with HNI segment.

Required Skills and Competencies

• Knowledge of Investment industry and products
• Detail oriented.
• Discretion and an understanding of the need for client confidentiality.
• Ability to network and establish relationships with clients.
• Strong sales and presentation skills