Key Responsibilities

1. Distribution Strategy & Leadership

• Develop and implement a comprehensive wealth distribution strategy to grow AUM and revenue across retail, IFA, and institutional channels.
• Lead, mentor, and manage the distribution and business development teams with clear performance metrics.
• Identify and build strategic partnerships with platform providers, advisors, and asset managers.
• Strengthen relationships with key intermediaries and distribution partners to enhance market share and product penetration.
• Drive expansion into new markets and channels, ensuring compliance with regulatory frameworks.

2. Marketing & Brand Development

• Oversee the marketing strategy for wealth management products, including digital, content, and event-based marketing.
• Work closely with internal teams to develop marketing collateral, campaigns, and educational content tailored to high-net-worth and institutional clients.
• Collaborate with product and investment teams to position funds and solutions effectively across various channels.
• Lead brand-building initiatives to elevate the firms reputation as a thought leader in the wealth management space.

3. Business Growth & Client Engagement

• Identify new business opportunities through market analysis, client segmentation, and competitive intelligence.
• Engage directly with top-tier clients, IFAs, and institutional partners to deepen relationships and increase retention.
• Drive cross-sell and up-sell strategies for existing client bases, ensuring alignment with their long-term investment goals.
• Represent the firm at industry events, conferences, and media engagements as a senior spokesperson.

4. Product & Investment Collaboration

• Partner with investment, compliance, and operations teams to ensure the successful rollout of new funds and investment products.
• Provide market insights and client feedback to guide product innovation and positioning.
• Participate in Investment and Executive Committees to align distribution and marketing initiatives with business strategy.

5. Reporting & Performance Management

• Track and report on distribution metrics, campaign ROI, and AUM growth to senior management.
• Develop performance dashboards to monitor key sales and marketing indicators.
• Continuously review competitor activity and market developments to identify emerging opportunities or risks.

Qualifications & Experience

• Bachelors degree in Finance, Marketing, or Business (Masters degree preferred).
• Advanced certifications such as CFA, CIPM, or Certified Financial Planner (CFP) highly desirable.
• Minimum 10- 15 years of experience in wealth management, investment distribution, or financial advisory leadership.
• Proven success in scaling AUM, building distribution networks, and developing marketing strategies.
• Strong understanding of regulatory frameworks, financial instruments, and investment vehicles (local and offshore).
• Demonstrated ability to lead cross-functional teams and manage senior stakeholder relationships.

Core Competencies

• Strategic thinking and execution excellence
• Deep industry and market insight in wealth management
• Strong leadership and people management
• Exceptional client relationship and communication skills
• Business development and negotiation expertise
• Marketing and brand management in financial services
• Analytical, data-driven, and performance-oriented