Head: Distribution (Equilibriu) at Momentum Metropolitan Holdings Limited

Requirements

• Bachelor’s degree in finance or investments
• CFP, CFA Level 1 or equivalent
• 5 - 7 years’ experience in the investment industry preferably in a distribution environment.

Duties & Responsibilities

• Align with Equilibrium's purpose and strategy to ensure the distribution team is in sync with Equilibrium's purpose and strategy.
• Support sales target achievement by enabling the Head of Equilibrium to meet sales targets through the distribution team.
• Enhance DFM and investment consulting proposition by strengthening the value proposition of the DFM and Investment Consulting on various LISP platforms.
• Lead the distribution team to empower sales channels by equipping them with the necessary knowledge and skills to effectively promote our capabilities.
• Strategically elevate Equilibrium's market presence using both traditional and innovative methods.
• Implement and execute the distribution strategy to boost net flows into Equilibrium.
• Support and enable the various distribution channels to boost Equilibrium's market presence, support sales targets, and effectively promote our financial solutions.
• Support financial advisers by creating tailored content, analyzing data to reinforce investment messages, and facilitating their transition into portfolios.
• Drive innovation and growth by generating creative solutions for business challenges and exploring unique techniques to boost transition rates into model portfolios while identifying growth opportunities.
• In partnership with marketing, ensure impactful events and campaigns to enhance Equilibrium's brand presence and asset growth.
• Represent Equilibrium by participating as a company representative in conferences, investment panels, asset management, and industry events.
• Strengthen DFM business through thorough competitor analysis and leverage trend analysis insights to drive asset transitions into Equilibrium solutions.