Role summary
This is a sales role reporting to the Head of Client Solutions - Intermediaries. The individual will be part of the Client Solutions team focusing on the Intermediaries segment within the region, under the Business Development (BD) Group.
Key duties and responsibilities
- Achieve sales targets through proactive client engagement and servicing.
- Work closely with the rest of the BD team and Investment Specialists to drive sales, deliver investment products and communicate Fullerton's views on markets, portfolios and funds.
- Take ownership of the assigned client segment and collaborate with the Head of Intermediaries Sales to develop and execute the business plan and sales strategy.
- Collaborate with various stakeholders on assigned projects.
- Support the continued expansion of Intermediaries business with a focus in Private Banks and Family Offices in Asia
Education qualification
Bachelor's degree in business, finance or a relevant discipline
Experience and skills
- 7 to12 years of relevant experience in the financial industry
- Possess an established network of relationships within Private Banks and Family Offices in Asia
- Good understanding of investment knowledge
- Team player with strong interpersonal, communication and presentation skills.
- Business-level proficiency in a second language would be an advantage, given the regional sales focus and client interactions
- Entrepreneurial mindset and with a can-do spirit
