Business Head, Asset Management

SUMMARY:

As the Business Head, Asset Management, you are responsible for upholding successful Global sales and operations by implementing business strategies and fostering business relationships. The position involves working to improve the Group’s market position and achieve financial growth. You are expected to define long-term organizational strategic goals, build key customer relationships, identify business opportunities, negotiate and close business deals and maintain extensive knowledge of current market conditions. You will also work in a senior management position within the Group and it is your responsibility to work with the internal team, marketing staff, and other subsidiary business managers to increase growth and expansion opportunities and thereby maximize revenue for the Group. You are expected to exhibit pristine knowledge of the financial services and investment industry. 

RESPONSIBILITIES:

• Business Head with responsibility for the overall delivery of the Sales Teams across the Group.
• Coordinator of, with overall accountability for, total sales delivery across all segments and channels by defining, implementing and supporting sales strategies aligned to those of Personal and Business.
• Ensuring alignment of sales strategies, activities and tactics to business objectives and to local market potential and expectations across all segments, channels and product houses.
• Ensure that strategic directive is translated into feasible sales and sales support initiatives and marketing tactics for the Group.
• Ensure the effective integration and coordination of all sales units into a cohesive sales platform. 

REQUIREMENTS:

• Bachelor’s degree in Finance, Economics, Business Administration or related field (required)
• MBA, MSc (Finance), or other relevant postgraduate qualification (preferred)
• Professional certifications such as CFA, CFP, CWM, ICAN, ACCA or equivalent are strong advantages
• Minimum 10–15 years’ experience in wealth management, private banking, or investment advisory, including leadership roles
• Proven track record of building and scaling wealth management businesses or platforms
• Demonstrated experience in client acquisition, retention, and relationship management with HNWIs, UHNWI, family offices, and institutional clients
• In-depth understanding of investment products, portfolio construction, asset allocation, tax planning, estate planning, and wealth preservation