Mutual Fund Relationship Manager

About the role

Acquire new clients and build the institutional/corporate client base for Mutual Fund business. Proactively seek opportunities to expand the retail & Institutional client base and increase assets under management (AUM). Build a High Net Worth individual portfolio and generate revenue from both transactional fees and management fees. Identify the investment products that match with the needs and objectives of potential customers.

Key responsibilities

• Acquire new clients and build the institutional/corporate client base for Mutual Fund business

• Proactively seek opportunities to expand the retail client base and increase assets under management (AUM)

• Achieve a sales target requirement

• Building a High Net Worth individual portfolio and generating revenue from both transactional fees and management fees.

• Identify the investment products that match with the needs and objectives of potential customers.

• Achieve the KPI of RM on a monthly basis.

About you

1. Minimum 5 years of experience in institutional sales or client development for financial products; Experiences in Capital Market, Asset Management, Banking company.

2. Extensive institutional client resources, high-net-worth individual client connections, and external partnership resources;

3. Bachelor's degree or higher, fluent in English;

4. Preferred: Experience in HNWI, institutional sales at a Selling Agent Mutual Fund (APERD), Investment Manager Company, WPPE or WAPERD certification.

5. Strong communication, coordination, learning, and stress management skills, with the ability to align internal resources to achieve project goals.