Sales - account manager / client acquisition

Islamic Capital Market

2.3.1 Sales – account manager / client acquisition

Description of role

Responsible for client acquisition, managing client relationships and sales activities of the asset management institution

Core skills

• Sales and negotiation skills
• Knowledge of asset management products and underlying structures
• Skills to determine customer needs and customer desirability for the organisation
• Ability to identify risks inherent in products, product structures, markets and customer segments
• Resolve compliance matters relating to acceptance and on-boarding of asset management clients
• Knowledge of client account handling skills
• Suitability and selling codes including fair treatment of clients

Qualification and/ or certification

QFSQF Level 3
QFMA CISI (mandatory)
- International Introduction to Securities and Investment
- QFMA Rules and Regulation
- International Introduction Award

Relevant experience

Industry knowledge

Knowledge of capital markets
Asset management industry knowledge

Regulatory compliance of role

Knowledge of QFMA law and regulations and associated laws such as AML / CFT Law

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