Wealth Manager (HNI) at Terawork

Job Summary:

• Role in Brief We seek a business and High Net Worth Individual (HNI) Sales Manager to increase customer acquisition, and improve investment sales across its asset management company and related cooperative (investment club). We’re looking for someone who can spearhead deposits and expand our customer network. The ideal Sales Manager has hands-on experience with developing relationships and closing deals.

Reporting Line: CEO

Roles & Responsibilities

• Create, execute and achieve sales targets that expand the company’s customer base and scale its local & global reach.
• Develop and implement effective sales strategies, leveraging expertise in business and HNI sales.
• Develop and maintain strong relationships with existing and potential high-value clients, leveraging networks to drive business growth.
• Set and achieve deposit targets, driving the growth of assets under management (AUM).
• Provide regular reports and updates on sales performance to senior management.

Required Skills & Qualifications:

• At least five years of experience as a Sales Manager.
• Proven experience in business and HNI sales within the asset management or banking industry.
• Track record of meeting and exceeding deposit targets.
• Exceptional communication and negotiation skills.
• Ability to identify market opportunities.
• Energy, drive and aptitude for delivering results
• Experience in financial services is an advantage. Remuneration and Perks
• Competitive salary in line with industry benchmarks
• Work tools and relevant software
• Health insurance
• Housing allowance
• Communication allowance
• Work-from-home options
• Full pay during leave period
• Staff-only investment opportunities
• A high degree of autonomy & flexibility