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Candidates must show high level of connectivity with UHNW/HNWIs and family offices in South Africa with offshore assets and have a demonstrable track record of originating business from such individuals/family groups
Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship acquisition and selling new products
Proven success in building new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
Apply an in-depth level of knowledge in several key investment and financing products
Primary responsibility is origination of Net New Assets for the Wealth Management platform from a regional client base brought in by the candidate
Acquisition of UHNW clients, sale of advisory services and prospects across asset classes, including fixed income, currency, hedge funds and structured products
Generate bespoke investment solutions for and provide advice to clients
Maintain a strong relationship with clients to ensure service satisfaction and meet on going requirements
Conduct regular appraisals of clients' portfolios, check that investments remain within objectives and risk boundaries
Effectively collaborate with compliance divisions and ensure that all processes and standard are met and accurate
Keep up to date knowledge of economic/market trends and be able to identify the key change triggers
Internal Number: 6471717
About Delta Executive Search
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