Job at a glance
Partner with internal portfolio strategists, research analysts, and sales teams to manage and deliver high-touch relationship management for regional institutional clients. Drive day-to-day engagement with high-net-worth and institutional clients, acting as the primary point of contact for portfolio inquiries. Conduct in-person portfolio performance reviews and communicate top-down investment strategies, market outlooks, and allocation adjustments.
Partner with regional business development teams to support prospective client meetings and expand the institutional account roster. Maintain comprehensive client records within internal management systems and ensure strict alignment with organizational service standards. Execute regular travel across the region to meet with institutional decision-makers and build long-term trust. skills and experience required.
Minimum 4 years of experience within asset management, institutional client servicing, or investment sales. Strong background in applying financial concepts such as portfolio weightings, risk metrics, and performance attribution models. Proven experience building long-term relationships with institutional investors or high-net-worth clients across regional markets. Exceptional oral and written communication skills with the ability to present market strategies to senior stakeholders.
Bachelor's degree from an accredited institution or equivalent professional experience. Please click on the 'apply' button to apply online. (EA: 94C3609/ R21103354 ) skills no additional skills required qualifications no additional qualifications required education Bachelor Degree