Our client is a leading asset management and securities firm, known for delivering innovative investment solutions across equities, fixed income, real estate, and alternative assets. With a strong reputation for excellence and a client-focused approach, they are seeking talented professionals to join their team and contribute to creating long-term value and superior outcomes in the dynamic world of asset management and securities.
Job Description
Key Responsibilities
Strategic Leadership
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Develop and implement a robust institutional sales strategy aligned with the firm’s overall growth objectives and market positioning.
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Conduct regular market intelligence and competitive analysis to identify emerging trends and opportunities for expansion.
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Collaborate with product, investment, and marketing teams to ensure institutional offerings are innovative, relevant, and competitive.
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Lead strategic initiatives to expand the firm’s reach into new institutional markets and geographies.
Business Development & Sales Execution
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Identify, pursue, and secure new institutional mandates, driving growth in assets under management and revenue.
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Oversee the design and execution of targeted sales campaigns, presentations, and pitches to institutional prospects.
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Develop and refine value propositions for institutional products and services, ensuring they meet the evolving needs of institutional investors.
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Manage the entire sales lifecycle, from prospecting and negotiation to onboarding and ongoing relationship management.
Client Relationship Management
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Build and maintain strong, trusted relationships with key institutional clients, ensuring high levels of satisfaction and retention.
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Lead the development and delivery of customised investment solutions tailored to client objectives and risk profiles.
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Organise and lead regular client meetings, portfolio reviews, and educational sessions to enhance engagement and demonstrate value.
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Implement feedback mechanisms to capture client insights and drive continuous improvement in service delivery.
Performance Monitoring & Reporting
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Establish and track key performance indicators (KPIs) and metrics to measure sales effectiveness and market penetration.
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Prepare detailed sales reports and insights for executive management and the board.
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Utilise data analytics to assess trends, identify opportunities, and address challenges proactively.
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Ensure accuracy, transparency, and timeliness in all reporting activities.
Risk Management & Compliance
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Ensure all institutional sales activities comply with relevant regulatory requirements and internal policies.
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Proactively identify and mitigate risks associated with sales practices, client interactions, and market entry.
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Work closely with compliance, legal, and risk teams to maintain high standards of integrity and ethical conduct.
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Foster a culture of compliance and responsible selling across the institutional sales function.
Qualifications
Qualifications & Experience
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MSc/MBA in Business, Finance, Economics, or a related field.
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Minimum of 10 years’ experience in institutional sales, asset management, investment banking, or related sectors.
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Proven track record in leading successful institutional sales teams and delivering sustained growth.
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Strong knowledge of investment products, institutional distribution channels, and regulatory frameworks.
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Excellent communication, negotiation, and stakeholder management skills.
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Demonstrated ability to drive innovation and adapt to changing market dynamics.