Our client is an international asset management house with an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit high calibers to join them.
Play a lead role in the on-going Client Portfolio Management activities of the firm, with a primary focus on assigned investment strategies. Work with investment management teams on all aspects of investment directing / product management, including the interpretation, articulation and dissemination of key investment strategy content, philosophy, process, results and overall key market positioning and messaging - for existing and new strategies to prospects, clients and consultants globally. Working with the marketing and sales administration team, develop marketing collateral including presentations, RFP/database content, and other relevant materials required to describe and position assigned strategies and teams. Conduct on-going research to track key competitors, market trends and threats and incorporate into product positioning and communication to key constituents globally to ensure competitiveness of existing products. Examine and monitor characteristics and statistics for assigned strategies to understand and be a source of knowledge on covered strategies in order to communicate both portfolio positioning and sources of return and risk to both internal and external audiences. Directly interact with key personnel across the business as well as prospects, clients and consultants in a highly professional manner. Consult with sales executives regarding sales strategy for each sales opportunity. Assist in the answering, editing, and completing requests for proposals and questionnaires with accuracy and by deadlines. Prepare new business presentations and pull together the necessary materials required to provide solutions and quality service to prospects, clients and consultants. Perform other duties as required, which may include activities such as supporting new product development activities or providing input into other product team projects and initiatives.
To be considered, you should be a Degree holder with a minimum of 10 years of experience in a portfolio specialist, client portfolio manager, fund manager, investment director or similar role, preferably within an asset management organization. Strong equity asset class, strategy and market knowledge. Greater China market knowledge preferred. Excellent interpersonal and communications skills. Proven understanding of sales & relationship management process with demonstrated ability to support those processes. Strong knowledge of the marketplace, and trends with and the needs of both institutional and retail sales channels. Fluency in English and Mandarin.
Interested applicants should send a detailed resume to Michelle Ho by email to firstname.lastname@example.org quoting reference eFC3269.
(Applicants not contacted within 4 weeks should consider their application unsuccessful.)