Institutional Sales
1 week ago
About Us:
PT Henan Putihrai Asset Management is a professional and experienced financial services company, established in 2006 as a spin-off from PT Henan Putihrai Sekuritas. We are a licensed Investment Manager committed to serving our clients' best interests. We are a local investment manager company, but our mutual funds products have received several awards and are widely recognized.
About The Role:
As an Institutional Sales Associate at Henan Putihrai Asset Management, you will play a pivotal role in expanding our institutional client base and fostering long-term relationships. This role offers an exciting opportunity to work with a diverse range of clients and provide them with tailored investment solutions.
Responsibilities:
- Identify and acquire new corporate Institutional Clients.
- Build and maintain strong relationships with existing institutional clients to understand their investment objectives and preferences.
- Develop and execute high-impact sales strategies to grow Assets Under Management (AUM).
- Monitor client portfolios and provide periodic performance updates.
- Provide market insights and thought leadership to clients and internal stakeholders.
- Collaborate with the investment team to develop customized investment solutions for clients.
Qualifications:
- Bachelor's Degree in Finance, Business, or a related field from reputable university.
- More than 3 years of working experience as an Institutional Sales within the financial services industry.
- Well-established network with institutional's key decision-makers.
- Preferably has a valid WMI (Investment Manager Representative)
- Ability to manage multiple client relationships simultaneously
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