Asset Management – Global Client Group – Senior Client Relationship Manager, Intermediary Sales, South East Asia

October 31, 2023

Asset Management – Global Client Group – Senior Client Relationship Manager, Intermediary Sales, South East Asia

ReferenceCG 000116

  • Standard / Permanent
  • Singapore
  • SALES DEVELOPMENT
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ROLE DESCRIPTION AND PURPOSE

Member of the regional Wholesale Distribution team with the specific objective to develop and grow client relationships and business with existing and new Distribution Partners including Regional Private Banks, Retail Banks, Insurance platforms and local Asset Management companies in Singapore, Thailand and new SEA markets.

KEY RESPONSIBILITIES

  • To develop and implement a sales plan/strategy for the Wholesale Distribution segment with a focus on Singapore and Thailand.
  • To be responsible for the account plans for Tier 1 / Tier 2 clients within assigned markets.
  • To achieve the assigned sales targets and budgets.
  • To work closely with other regional team-members, in particular with HK / China / TW WD teams as well as with the Private Banks’ team to develop the business with regional accounts.
  • Manage client relationships in Singapore and Thailand, and act as a coordinator of sales activities for SG-based regional accounts (Citi, Standard Chartered Bank; OCBC Group, UOB and DBS).
  • To initiate product and marketing ideas and actively participate in business development meetings.
  • To conduct seminars and product presentations.
  • To keep abreast of competitor activity, market development and respond proactively to any market changes.
  • To build and develop a high caliber team, promoting a “best of the class” mindset, ensure an optimal structure.
  • To manage, train and guide other/more junior client relationship managers within the team.
  • To lead by example, promote cooperation and collegiate behaviors
  • To act in full compliance with applicable laws, rules and regulations, Company policies and code of conduct
  • As the position bearing the primary responsibility for ensuring adequate client/intermediary due diligence and exercising constant vigilance over the business relationship;
  • To ensure that the KYC process is carried out in a complete and timely manner so that all KYC files that the Company is responsible for are always maintained up-to-date
  • To contribute to the information and documentation collection and updating as well as to the provision of qualitative analysis, including materiality of adverse information, which is necessary for the Company to eventually decide on the client onboarding or recertification
  • To fulfill other responsibilities as set forth in the applicable KYC/ KYI policy

ROLE REQUIREMENTS

  • University educated with a degree in Business, Finance or related subject
  • CFA or related qualification preferred
  • Strong understanding of investment products, market dynamics and regulatory developments of the Private Banking industry desired
  • More than 7 years’ experience in asset management industry
  • More than 5 years’ experience in sales
  • Prior experience in Wholesale Distribution / Intermediary business needed
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