Head of Distribution
2 weeks ago
Company Description
At JIA Asset Management, we provide our clients with an independent and fully customized wealth management experience, specializing in portfolio management. Our clients receive personalized service throughout their experience with us, with an individualised approach to meet their needs. With a presence in Malaysia and Singapore, our offices offer a unique global reach with a local touch. Licensed by the Securities Commission of Malaysia, we collaborate with local and international partners to bring clients a range of solutions in one place.
Role Description
This is a full-time on-site role for a Head of Distribution located in WP Kuala Lumpur. The applicant is expected to be responsible for:
Sales Management
- Monitor and manage sales activities across the firm.
- Coach and train portfolio advisors towards achieving growth objectives and revenue targets.
Client Coverage
- Identify and evaluate potential investment opportunities for client portfolios based on an approved product list.
- Generate new business leads and successfully acquire new clients.
Team Leadership and Recruitment
- Recruit, hire and mentor a competent team of Portfolio Advisors to support the growth of the firm.
Marketing and Leads Generation
- Lead marketing initiatives to including networking, presentations and events to expand client base.
Qualifications
- Minimum Degree or Professional Qualification in Business /Accounting / Finance / Economics/ Investment, Commerce or equivalent.
- Proven success in acquiring and managing relationships with clients.
- Highly motivated and passionate about providing wealth management solutions to clients.
- Strong interpersonal and communication skills.
- Proven success in managing a sales team in meeting their targets.
- Knowledge of regulatory environment preferred.
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