Director, Wholesale (Intermediary)

Job Summary:

The role reports to the Head of Wholesale, Southeast Asia. Responsible for the planning and execution of the sales strategy. The principal point of contact between aberdeen and its customers, ensure clients have the right products and services, identify new markets and customer leads, and pitch prospective customers. The role holder will be expected to be flexible in working style, have a strong team ethos and work in partnership with other distribution functions including client services, marketing and investment specialists.

Job Responsibilities:

Business Development

• In depth knowledge of investment products to engage a diversity of clients, bankers and product providers to raise awareness of Aberdeen's investment capabilities and potential.

Client Relationship Management

• To act as a conduit into investments for clients, identify client needs and coordinates efforts to serve assigned intermediaries.
• Responsible for maintaining and expanding existing relationships to ensure client satisfaction & retention.
• To conduct sales/products training meetings for assigned intermediaries and make presentations to existing or prospective clients.

Reporting

• Meeting notes to be added to Salesforce or any other similar CRM system, in a timely manner, with a clear and precise overview of the meeting.
• To provide relevant and accurate management reporting for presentational purposes and as required by Team and Department Head.
• Ensure all client and regulatory reporting are completed accurately and submitted in a timely manner.

Strategy

• To work on strategies to expand the distribution of our fund offerings across our existing and new intermediaries.
• To develop and maintain sales programs with assigned intermediaries. May also develop new channel of intermediaries.

Team Management/Supervisory responsibilities

• To provide guidance and coaching to the other members of the team.

Role requirements

• Maintain an excellent knowledge of the sales process and a track record in winning business
• An ability to develop strong relationships and be an effective networker.
• Product experience that includes global equities, global fixed income and multi asset solutions.

Employment Type: Full-time

Location: Central

We regret only shortlisted candidates will be notified.

Yen Leng Yap | EA License No.: 02C3423 | Personnel Registration No.: R1110894

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