Director, Wholesale

Director, Wholesale Business Development.

• In-depth knowledge of investment products to engage a diversity of clients, bankers and product providers to raise awareness of Aberdeen’s investment capabilities and potential.
• Act as conduit into investments for clients, identify client needs, and coordinate efforts to serve assigned intermediaries.
• Maintain and expand existing relationships to ensure client satisfaction & retention.
• Conduct sales/products training meetings for assigned intermediaries and make presentations to existing or prospective clients.
• Add meeting notes to Salesforce or any similar CRM system in a timely manner, with a clear and precise overview of the meeting.
• Provide relevant and accurate management reporting for presentation purposes and as required by the Team and Department Head.
• Ensure all client and regulatory reporting are completed accurately and...