
Asset Management Officer
1 day ago
Qualifications:
- Bachelor's degree in Finance, Business, Economics, or a related field.
3–7+ years of experience in asset management, investment banking, or financial services, with a focus on business development or sales.
Deep understanding of investment strategies (e.g., equities, fixed income, alternatives, ESG, multi-asset).
Demonstrated track record of successfully raising capital or acquiring new clients.
Strong interpersonal and communication skills, with the ability to explain complex financial products to a wide range of audiences.
Self-starter with a proactive mindset and strong problem-solving abilities.
Key Responsibilities:
- Develop and execute strategic business development plans to grow assets under management (AUM) across institutional, family office, RIA, and/or retail channels.
Identify and target new prospects through networking, referrals, direct outreach, and industry events.
Build and maintain strong relationships with current and prospective clients, investment consultants, and key distribution partners.
-Collaborate with the investment, marketing, and client services teams to develop customized proposals, presentations.
-Track and analyze market trends, competitor activities, and investor behaviors to inform strategic decisions.
-Represent the firm at conferences, industry panels, and client meetings to enhance brand visibility and trust.
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