Institutional Sales - Associate
Core
Support the Taiwan Institutional Sales team in maintaining and developing relationships with existing and prospective institutional clients.
Role type
Associate institutional sales representative
Builds
Client relationships and sales pipeline for institutional asset management products
Domain
Asset Management / Institutional Sales
Deliverable
client delivery
Required skills
Institutional client relationship management, market research, presentation creation, CRM management, compliance documentation, pipeline tracking, data analysis
Preferred skills
Financial services experience, industry licenses (Securities Investment Trust and Consulting Professional, Senior Securities Specialist, Securities Investment Analyst), Bloomberg/Lipper/Morningstar Direct proficiency, AI tool application
Technologies
Microsoft Office (PowerPoint, Excel, Word), Bloomberg, Lipper, Morningstar Direct, CRM systems
Responsibilities
Identify and research new business opportunities, prepare client presentations and RFP/RFI responses, coordinate client meetings and roadshows, liaise with portfolio managers, maintain client records in CRM, monitor market developments, support onboarding and KYC/AML, track sales activities and reporting
Seniority
Junior, individual contributor
