Director for Argentina & Uruguay -Investment Fund Office
We are seeking an organized, results-driven Sales Director to join our office
International set up Operation for Argentina & Uruguay
About Our Client
XLC is a company dedicated to Distribution and Private Placement of mutual and private equity funds within the Andean Region Institutional and Wholesale markets.
The firm has local presence throughout the Andean Region, with offices in Chile, Peru, and Colombia. In addition XLC has professional, experienced, and senior distribution team's members in each of the countries of the region, with strong and long dated commercial relationships with all Institutional and Wholesale investors.
One of the firm's strategic partners is looking to strengthen their local presence in the Argentinean and Uruguayan markets by expanding the partnership with Excel Capital.
Build an extend client database and nourish the relationships
Be the contact point for XLC and its strategic partners in the region and manage the relation with their sales teams
On board and set up commercial relations for the strategic partners, including agreement signatures, new account set ups and similar tasks
Raise assets and coordinate the related services for XLC¨s strategic partners
Prepare investment solution pitches for the clients and deliver them with clarity
Identify business opportunities and create adequate sales campaigns
Keep up to date with local regulations
Maintain a fluid communication with the broader team and report activities for the team, managing partners and strategic partners
Prepare reports and business intelligence for the strategic partners
Keep high quality records of business activity and placements
Look for cross selling opportunities for the XLC businesses
The Successful Applicant
Possess at least eight year's relevant experience in investments and/or wealth management
Entrepreneurial mindset with strong ability to work effectively in a team and proactively to always seek new business opportunities
Strong communication skills (written and verbal), both in Spanish and English.
Perseverance to stay focused in adverse conditions and be creative to find alternative opportunities
Ability to work effectively with all levels of professionals, adjusting the complexity of the message according to the interlocutor
Experience presenting in small group as well as in front of large audiences
Strong ability to think analytically and strategically, and to execute tasks tactically having attention to details.
Knowledge of investments tools, such as Bloomberg and Morningstar and also understanding of the different platforms that offer financial products and AllFunds (Pershing, Bank platforms) are desirable as well as experience of international investment operations
What's on Offer
Excellent remuneration package.