Institutional Sales

GOLDENBRIDGE

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Drive institutional business development across asset management and stockbroking offerings
• Mobilize funds by engaging with corporate organizations, pension funds, and other institutional investors
• Develop and implement tailored investment strategies to meet institutional client objectives
• Build and maintain strong relationships with key decision-makers across institutional accounts
• Collaborate with portfolio managers and research teams to deliver market insights and investment solutions
• Prepare and present financial plans, investment proposals, and performance reports to clients
Monitor market trends and client portfolios to identify up sell and cross-sell opportunities

Qualifications

• Bachelor's degree in Finance or related field
• 10+ years' of industry experience
• Strong understanding of the investment business
Excellent interpersonal skills

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