Global Client Group, AVP Institutional Sales, Based in Sydney
Core
AVP leading institutional sales and client relationship management for Nuveen's Australia team, focusing on insurance and superannuation markets.
Role type
Senior IC institutional sales leader
Builds
Institutional client relationships and investment solutions pipeline
Domain
Asset Management / Insurance & Superannuation
Deliverable
client delivery
Required skills
Institutional sales, client relationship management, Australian insurance market knowledge, superannuation market knowledge, regulatory knowledge (capital/accounting), Alternatives investing knowledge, Salesforce proficiency, FCA Level 4 qualification
Preferred skills
Established network of key decision makers, Level 4 FCA recognised qualification (IMC, CFA, CAIA, CIIA), postgraduate degree
Technologies
Salesforce, Hearsay (LinkedIn)
Responsibilities
Establish and maintain relationships with existing and prospective institutional clients, oversee client requests and lead investment catch-ups, maintain client mandates and documentation, plan strategic roadshows, drive pipeline generation via conferences and networking, coordinate client meetings, collaborate with Product and Investment teams, deliver Distribution section of Australia Board papers
Seniority
Senior, hands-on IC