Institutional Relationship Manager - Service
Core
Main point of contact for Singapore and APAC-based institutional clients, building relationships, coordinating support, and leading sales meetings.
Role type
Institutional Relationship Manager
Builds
Client relationships and sales pipelines for institutional clients in Singapore and APAC
Domain
Asset Management / Institutional Sales
Deliverable
client delivery
Required skills
Asset management knowledge, client services, sales, portfolio review, market analysis, financial concepts (Alpha, Beta, Tracking Error, Information Ratio), multi-tasking, cross-timezone collaboration
Preferred skills
Regional language proficiency, 4+ years in asset management and client services/sales
Technologies
Internal contact management software
Responsibilities
Travel to meet with clients (51%+), conduct in-person portfolio reviews, communicate portfolio changes and investment philosophy, coordinate with US and regional teams, orchestrate sales and service processes, attend to client requests
Seniority
Mid-level, hands-on IC