No of Vacancies : 1
Primary Location : Colombo, Sri Lanka
Employment Type : Permanent

About the Role

The role involves developing sales strategies to meet annual targets, including identifying and cultivating new prospects while maintaining strong relationships with existing clients. Regular review of client accounts is necessary to assess the need for changes in investment plans based on financial performance or other concerns. Conducting new business meetings and closing sales with institutional investors and high-net-worth clients is a key responsibility. Additionally, the role requires preparing and interpreting financial documents, collaborating with the investment team on current and focused sales materials, and building relationships with sub-advisors and consultants. Embracing corporate values of Integrity, Insight, and Innovation is emphasized throughout these responsibilities.

 

Requirements

  • 5 – 10 years’ of experience in a sales & marketing and/or deposit canvasing role;
  • Experience in Investment, Wealth Management or Financial Services is preferred;
  • Bachelor's degree in business/finance, or a related professional qualification;
  • Demonstrated ability to create sales/relationship opportunities with clients & prospects in the assigned market segments;
  • Sound understanding of investment portfolios & financial markets; and
  • Strong communication & presentation skills.

Ready to join us?

To apply, email your resume and cover letter to careers@asiasecurities.lk .

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Integrity is fundamental to everything we do and say, and when it comes to our clients and employees, trust is paramount. We pride ourselves on delivering insight-based services that help our clients gain a competitive advantage. We aim to pioneer change in the local financial markets, and for our clients, by focusing on innovation that goes past the obvious solutions.

Asia Securities is an Equal Opportunity Employer

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