Job Summary
Senior Director, Institutional SalesSydney, Australia
We have exclusively partnered with a global investment manager that is looking to hire a Senior Director, Institutional Sales in Australia.
This role is responsible for developing and executing the Australian distribution strategy for the group and will require a highly motivated and experienced Institutional Sales executive with existing client and consultant relationships across Australia. The successful candidate is required to have a strong ability to expand their network and will be responsible for building and maintaining a strong and mutually beneficial business relationship with institutional investors. In addition, the candidate will be required to cover and maintain relationships with relevant consultants for Australia.
Furthermore, an on-going understanding of the industry and its participants is required. The candidate will be responsible for understanding the needs of each institutional investor in order to approach clients and potential clients with products that can cater to their investment needs.
Key responsibilities:
- Work closely with institutional investors in Australia, to enhance working relationships and ensure the client’s needs are met.
- Work to broaden relationships with institutional investors in Australia.
- Maintain relationships and cover the relevant consultants for Australia.
- Develop the group's Private and Public Markets institutional business in Australia.
- Fully understand both public and private asset classes offered by the group and the details for each specific strategy/product.
- Work closely with the client servicing team on client-related matters and assist in any ad-hoc projects as required.
- Serve as the primary day-to-day contact for all relationship activities, including daily ad hoc enquiries and in-depth search of information regarding portfolios and operational related requests.
- Responding to any enquiries by clients and ensuring the quality and accuracy of both regular and ad hoc reports to be delivered to clients.
- Liaise and establish strong relationship with other offices and internal teams for the on-boarding process of clients and ensure client reporting needs are met.
- Provide proactive support and communication to clients with respect to firm, fund performance, attributes and developments.
- Arrange and coordinate client portfolio meetings to review assigned portfolios, investment guidelines, fund objectives and investment processes.
- Ensure client documentation is updated accordingly, and internal monitoring is feasible.
Knowledge and experience:
- At least 15 years of overall experience in areas of relationship management/sales/business development.
- University degree with CFA designation is an asset.
- Fluent in English, both oral and written.
- Strong interpersonal skills, ability to build the trust and confidence of clients, ability to strengthen client relationships through ongoing dialog and interactions, ability to work well with others to accomplish client objectives.
- Strong oral and written communication skills, primarily in one-to-one client service communication.
- Strong knowledge of financial products, investment management principles, asset allocation, risk assessment and portfolio management techniques.
- Experience in working with all levels of employees within a complex global organization and develop effective working relationships.
- Well-developed prioritization and time management skills; high level of accuracy and attention to detail.
- Demonstrated history of being results-oriented, able to work under pressure, balancing and managing multiple priorities.
