Institutional & Funds Sales Support Role - Investment/Asset & Wealth Management

We are looking for candidate to join our Institutional and Funds Sales Support Team. The individual will provide support for all facets of the sales, business development, relationship management and retention process :

- MBA/CFA with relevant industry experience and knowledge of sales process. 

 - Strong Quantitative and analytical skillsets (including data analysis and ability to understand data flows) 

- Understanding of Asset Management business (Investment Management, Mutual Funds, Managed

- Experience working with an industry recognized CRM platform (Salesforce) and data mining tools (Python, SQL, BO, etc.) is a plus

KRA :

- Research trends within the distribution channel universe; staying well-informed of industry developments, regulatory changes and the implications for clients- portfolios 

- Assist with the preparation of material for strategy meets / business reviews / sales conferences 

- Understand current and new client relationships, their asset allocation preferences and assist in client review presentations 

- Coordinate and oversee key client Fund Panel/ Manager / Consultant Reviews

- On-boarding and oversight of new clients through the relevant due diligence and AML processes, monitor client reporting schedules 

- Maintenance of client /internal information in CRM tool, various databases, systems