Mclaren Consultancy

Our Client, a prestigious investment company based in Taiwan, is experiencing remarkable growth in its Wealth Management Division and is actively seeking highly talented individuals to join their team as Investment Solutions Managers.

Job Description:

Are you ready to make an impact in the dynamic world of investment solutions? As an Investment Solutions Manager, you will play a pivotal role in driving business growth and delivering exceptional investment strategies to our esteemed clients. This is an extraordinary opportunity to showcase your sales expertise, industry knowledge, and relationship-building skills.

Responsibilities:

• Proactively generate and follow-up on leads to convert potential clients into valued partners.

• Employ a multi-faceted approach to generate business leads, including cold calling, referrals, and active participation in industry conferences.

• Establish and foster strong professional relationships with external stakeholders, nurturing long-term connections.

• Attend prestigious industry conferences, conduct comprehensive online research, and leverage market intelligence to engage potential clients with innovative investment solutions.

• Lead and manage the onboarding process for new clients, ensuring their satisfaction and building lasting relationships.

• Stay at the forefront of fund structures and industry trends, gaining a competitive edge that sets you apart.

• Collaborate with senior management on strategic initiatives, contributing to the growth and success of our Wealth Management Division.

• Maximize opportunities by cross-selling products offered by our trusted affiliates, ensuring our clients receive comprehensive financial solutions.

Requirements:

• A degree or above in Financial Services or a related discipline, showcasing your commitment to excellence.

• A minimum of 3 years of client service experience in esteemed financial institutions, demonstrating your expertise in delivering exceptional service.

• A proven track record of sales success in the alternative fund industry or a legal background in funds, highlighting your ability to drive results.

• Excellent interpersonal skills with an unwavering focus on delivering superior client service, ensuring client satisfaction is always a top priority.

• A resourceful, independent, and self-driven mindset, enabling you to navigate complex challenges and seize opportunities.

• A demonstrated willingness to take initiative and be proactive in pursuing excellence, constantly striving for personal and professional growth.

This is your turn to drive business success, deliver innovative investment solutions, and build exceptional client relationships. Apply now and make a meaningful impact! 

Successful candidates will be contacted within 2 working days.