Lucky Investments Limited is a premier Shariah compliant asset management and investment advisory company. The company belongs to Lucky Group (YBG), which has diversified interests in different sectors.
We are seeking an experienced and results-driven professional to join our team as Regional Head – Corporate Sales & HNW (South). The ideal candidate will be responsible for driving business growth, expanding the regional market presence, developing Corporate and HNW client relationships, and leading the corporate sales team to achieve business and revenue targets.
Join Lucky Investments Limited and be part of our journey towards building a stronger and more dynamic investment management business.
Requirements
Ø Bachelor's degree in Banking & Finance, Business, or a related field.
Ø Minimum 5 years of relevant experience in an Asset Management Company or financial services industry.
Ø IFMP certification will be preferred
Ø Proven track record in corporate sales, HNW sales, business development, and revenue generation.
Business Strategy & Planning
· Develop and implement the regional business plan in line with corporate strategy.
· Identify new business opportunities, potential markets, and partnerships to expand regional footprint.
· Set and monitor regional performance goals (sales targets, profitability, customer acquisition, etc.).
Sales & Revenue Management
· Lead the regional sales function to achieve business volume and revenue targets.
· Monitor sales performance and implement corrective actions where needed.
· Manage pricing strategies, channel development, and product positioning within the region.
Leadership & People Management
· Lead, mentor and motivate the regional team to deliver operational excellence.
· Build a culture of performance, accountability, and continuous improvement.
· Ensure training and development plans are implemented for team capability enhancement.
Client Relationship & Business Development
· Build and maintain strong relationships with key clients, distributors, and institutional partners.
· Oversee client retention and satisfaction to ensure long-term business sustainability.
· Represent the company at regional industry forums, events, and client meetings.
Operations & Compliance
· Ensure smooth execution of business operations in line with company policies and regulatory requirements.
· Oversee administrative, financial, and risk management processes within the region.
· Ensure compliance with internal control standards and ethical business practices.
Performance Analysis & Reporting
· Prepare periodic reports on regional performance, market trends, and competitor activities.
· Present business insights and recommendations to the senior management team.
Use data analytics to support strategic decision-making and performance forecasting.