Chief Business Officer

Responsibilities:

• Sales Leadership (PMS/AIF): Provide visionary sales leadership specifically for PMS (Portfolio Management Services) and AIF (Alternative Investment Funds) products, driving revenue growth and market share.
• Marketing Strategy & Brand Positioning: Develop and execute comprehensive marketing strategies, ensuring strong brand positioning within the wealth management sector.
• CRM & Client Lifecycle Management: Oversee and enhance CRM (Customer Relationship Management) strategies and client lifecycle management, focusing on client acquisition, retention, and satisfaction.
• Channel Development & Partner Network Expansion: Drive the development of new sales channels and expand the partner network, identifying and building strategic alliances to broaden market reach.
• Digital Business Enablement: Lead initiatives for digital business enablement, leveraging technology to optimize sales processes, enhance client experience, and drive efficiency.
• Revenue Management & Target Alignment: Manage revenue streams effectively, ensuring alignment of business targets across all sales functions and driving profitability.
• Market Analysis: Conduct in-depth market analysis to identify new business opportunities, competitive landscapes, and industry trends within wealth management.
• Team Leadership: Build, lead, and mentor high-performing sales and business development teams, fostering a culture of excellence and accountability.
• Strategic Planning: Contribute to the overall strategic planning of the organization, aligning business development efforts with corporate objectives.

Required Skills:

• Proven experience in Wealth Management companies is mandatory.
• Strong leadership in PMS/AIF sales.
• Expertise in marketing strategy and brand positioning.
• Proficiency in CRM & client lifecycle management.
• Demonstrated ability in channel development & partner network expansion.
• Experience in digital business enablement.
• Strong capabilities in revenue management & target alignment.
• Excellent strategic thinking, negotiation, and communication skills.