Role summary
This is a sales leadership role reporting to the Head of Client Solutions. The individual will lead the sales team focusing on the Institutional segment within the region, under the Business Development (BD) Group.
Key duties and responsibilities
- Achieving target AUM, Revenue, and firm KPIs as set with the Head of Client Solutions.
- Lead the Institutional Client Solutions team and provide strategic direction and guidance to the team members.
- Build and oversee a healthy team pipeline of potential clients in core markets of Singapore, Southeast Asia and North Asia, as well as peripheral markets including Europe, Australia and Middle East.
- Develop deep relationships with investors across all levels so as to understand the clients investment direction in their respective markets and provide appropriate advice and solutions by leveraging Fullerton's resources and products.
- Work cross-functionally with colleagues from departments on the implementation of strategic sales efforts to expand Fullerton's institutional business.
- Establish and deepen relationships with investment consultants to further expand Fullerton's reach to institutional clients, including the maintenance and participation in RFP and consultant databases.
- Oversee and lead client-specific sales efforts, including RFIs/RFPs, strategic portfolio reviews and discussions, participation in investor conferences, and preparation of business proposals and presentations.
- Any other projects as assigned by Head of Client Solutions and/or Chief Business Development Officer.
Education qualification
- Bachelor's degree in business, finance or a relevant discipline
Experience and skills
- 15 to 20 years of relevant experience in the financial industry
- Possess an established network of client relationships regionally. Consultant relations experience is preferred.
- Good understanding of investment knowledge across multiple asset classes. CFA charter is preferred.
- 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
