Institutional Sales

Job Description

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.

Tasks and Responsibilities :

• Identify and prospect potential institutional clients, including pension funds, endowments, and foundations.
• Build and maintain strong relationships with existing institutional clients to understand their investment objectives and preferences.
• Present and explain our investment products and strategies to clients.
• Monitor client portfolios and provide periodic performance updates.
• Conduct market research and stay informed about industry trends and developments.
• Collaborate with the investment team to develop customized investment solutions for clients.

Requirements :

• 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