Key Responsibilities:

Build and nurture strong relationships with existing and potential institutional clients.
Promote investment management (IM) products through proactive engagement and networking.
Document client interactions by generating visit notes and ensuring timely follow-ups.
Develop innovative sales and product ideas that align with client needs and market trends.
Assist in preparing product pitch-books, proposals, and tailored presentations.
Contribute to the design and execution of Malaysia cross-selling strategies for wholesale clients.
Collaborate with product manufacturers to explore bundling opportunities and optimize product pitches.
Prepare and distribute daily sales notes and market updates.
Communicate investment ideas, reports, and event opportunities in collaboration with research and product development teams.
Coordinate with other team Heads to ensure seamless information flow on markets, ideas, and client strategies.
Liaise with product manufacturer teams to implement SME support systems for multi-product pitches.
Work closely with product development and distribution teams to enhance efficiency and cost-effectiveness across channels.
Continuously support team members in improving the quality and delivery of equity and IM products to clients.

Requirements:

Qualifications

Must have a Bachelor Degree or Professional Qualification in relevant fields ie Finance/Accounting/ Economics/Statistics/Marketing with a minimum of 3 years of working experience in similar/related industries.

Competencies

Strong background in institutional sales, client relationship management, or investment product distribution.
Excellent communication and presentation skills, with the ability to translate complex investment ideas into client-focused solutions.
Proven ability to collaborate across functions and drive cross-selling initiatives.
Analytical mindset with a keen understanding of market trends and client needs.
Ability to manage multiple priorities while maintaining attention to detail.

Associate Director, Wholesales, Client Solutions.

Associate Trust Relationship Director