Chief Business Officer

Key Responsibilities

• Sales Leadership (PMS/AIF): Provide strategic Sales Leadership, with a particular focus on PMS (Portfolio Management Services) and AIF (Alternative Investment Funds), to drive aggressive business growth and market share.
• Marketing Strategy & Brand Positioning: Develop and execute comprehensive Marketing Strategies that strengthen Brand Positioning, ensuring the company's offerings resonate effectively with target clientele.
• CRM & Client Lifecycle Management: Oversee CRM (Customer Relationship Management) initiatives and implement robust strategies for Client Lifecycle Management, fostering long-term client loyalty and satisfaction.
• Channel Development & Partner Network Expansion: Identify and develop new Channel Development opportunities and lead the Partner Network Expansion efforts to broaden market reach and distribution.
• Digital Business Enablement: Spearhead Digital Business Enablement initiatives, leveraging technology to enhance client experience, streamline operations, and drive digital sales.
• Revenue Management & Target Alignment: Implement effective Revenue Management strategies and ensure precise Target Alignment across all business units to maximize profitability and achieve organizational goals.

Skills

• Proven Sales Leadership in the Wealth Management sector, especially with PMS/AIF products.
• Expertise in Marketing Strategy & Brand Positioning.
• Strong background in CRM & Client Lifecycle Management.
• Demonstrated ability in Channel Development & Partner Network Expansion.
• Experience with Digital Business Enablement.
• Proficiency in Revenue Management & Target Alignment.
• Excellent strategic thinking, negotiation, and communication skills.
• Deep understanding of the wealth management industry's regulatory landscape and market dynamics.