- Initiate and follow up on client meeting arrangements.
- Work closely with relevant teams to ensure materials are prepared accurately and delivered well in advance of meetings or client deadlines.
- Actively review all RFPs/RFIs/proposals and ensure that the response is delivered in a timely and accurate manner. Highlight any potential issues early in the process.
- Meet all sales/client-related deadlines. If deadlines set are unlikely to be achievable, provide sufficient lead time for work around/negotiation.
- Timely and accurate preparation of firm and strategy information in the overview presentation and quarterly strategy summaries.
- Work with the client service team to ensure all client materials are prepared accurately and on time at least 3 BD before meeting for delivery.
- Work closely with Client Adoption team to ensure all areas are addressed before client account inception. If any requirements are unlikely to be met, alert senior management with sufficient lead time for work around/negotiation.
- Assist and participate in consultant-related activities.
- Proactively engage with the various members across the region and provide support where necessary.
- Provide regular updates on broader APAC activities.
- Ensure database are updated on various product information (ie, performance, attribution, risk, characteristics and etc).
- Maintain quarterly updated consultant rankings from Mercer for our key focus strategies.
- Prior asset management experience with client exposure.
- Appropriate level of asset management technical knowledge.
- Proficient in Microsoft word, excel and PowerPoint.
- Well organize and works well under pressure.
- Ability to take a roll-the-sleeves up approach to the role.
- Strong communication and interpersonal skills.
- Prior knowledge of using MercerInsight and Rainmaker.
- Strong presentation skills.
- Ideally CFA and CAIA qualified.
- Ability to read and write simplified and traditional Chinese.
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HARBRIDGE PARTNERS Singapore**Title: Associate / Senior Associate - Institutional Services** · **Location: Singapore** · **Key responsibilities**: · - Resolve technical, account, and trade-related enquiries via telephone, ticket, and live chat · - Take ownership of and escalate/report issues to the relevant ...
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Associate Director, Institutional Sales
1 week ago
The Edge Asia SingaporeOur client is an International Asset Manager with a strong presence in the region and ambitious growth plans for 2023. They are looking to hire an Associate Director of Institutional Sales to focus on SEA clients. · EA Licence: 16S8131 · Recruiter Licence: R · **Key responsibili ...
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Associate Director, Institutional Sales
2 days ago
HSBC Singapore**Some careers have more impact than others.** · If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offer ...
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Associate, Financial Institutions Group
4 days ago
HSBC Singapore-Job description · **Some careers have more impact than others.** · If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new di ...
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Associate, Institutional Sales Support
1 week ago
Kerry Consulting Singapore**Description**: · A major Asset Management Firm with a strong reputation in Asia is looking to hire for their sales team. A newly created role, this individual will be responsible for sales support for the institutional client segment. · **Responsibilities**: · This is an exciti ...
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Associate Director, Institutional Sales
1 week ago
The Edge Partnership Singapore**Some of the key responsibilities will include**: · - Responsible for sales activities to increase asset growth and achieve revenue targets with SEA clients. · - Generating new business leads across all asset classes, with a particular focus on alternatives. · - Working closely ...
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Avp/senior Associate, Institutional Banking
3 days ago
DBS Bank Singapore**Business Function** · Group Finance aims to deliver world-class standards in reporting, financial planning and finance processes. We provide insights and analyses that help the bank make sound business decisions - whether in the areas of product development or customer profitab ...
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DBS Bank Singapore**Business Function** · Group Finance aims to deliver world-class standards in reporting, financial planning and finance processes. We provide insights and analyses that help the bank make sound business decisions - whether in the areas of product development or customer profitab ...
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MUFG Bank, Ltd., Singapore Office Singapore**Do you want your voice heard and your actions to count?** · Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we're 160,000 colleagues, striving to make a difference for every client, organizati ...
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DBS Bank Singapore**Business Function** · Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage t ...
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Avp/senior Associate, Institutional Banking
1 week ago
DBS Bank Singapore**Business Function** · Group Finance aims to deliver world-class standards in reporting, financial planning and finance processes. We provide insights and analyses that help the bank make sound business decisions - whether in the areas of product development or customer profitab ...
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DBS Bank Singapore**Business Function** · The Institutional Banking Group's (IBG) Data Chapter team is committed to building a data driven organization and maximizing the key data capabilities to transform how IBG does business. Data impacts IBG's businesses every day, and a culture of relentlessl ...
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DBS Bank Singapore**Business Function** · The Institutional Banking Group's (IBG) Data Chapter team is committed to building a data driven organization and maximizing the key data capabilities to transform how IBG does business. Data impacts IBG's businesses every day, and a culture of relentlessl ...
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Westpac Institutional Banking Singapore**Responsibilities**: · - Effectively execute upon the regional & global strategic sales plan. · - Helping convert new accounts to dealing status through proactive marketing and providing support for the onboarding process. · - Leveraging financial markets offering and maximize c ...
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DBS Bank Singapore**Business Function** · The Institutional Banking Group's (IBG) Data Centre of Excellence (Data CoE) team is committed to building a data driven organization and maximizing the key data capabilities to transform how IBG does business. Data impacts IBG's businesses every day, and ...
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Snr Associate/asst Vice President, Institutional
23 hours ago
Temasek SingaporeGlobal issues such as resource scarcity, demographic shifts and climate change will redefine societal expectations, public policies and regulatory frameworks. These will impact Temasek's ability to operate effectively as an active investor and shareholder, a forward looking insti ...
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Sales Associate, Institutional
5 days ago
Ameriprise Financial Singapur, Singapore Full timeIn this role you will support the Institutional Sales Teams that cover South East Asia, Greater China and Australia. How you'll spend your time... · Initiate and follow up on client meeting arrangements. · Work closely with relevant teams to ensure materials are prepared accur ...
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Senior Associate, Institutional Sales
3 days ago
GEMINI Singapur, SingaporeDepartment · : Institutional Sales Transforming finance and empowering the individual through crypto is a deeply human pursuit. In Gemini Institutional we build relationships, are on the front lines of all critical customer service issues, and help manage the customer lifecycle ...
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Associate, Equity Institutional Sales
5 days ago
UOB Kay Hian Pte Ltd Singapur, Singapore· Responsibilities · - To be part of a dynamic Equity Institutional sales team, actively working with our research team to increase our customer base - Grow and manage own client base - Contribute to the bottom-line of UOB Kay Hian through the accomplishment of team's profit and ...
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Ethos BeathChapman (EBC) Singapore Full timeGlobal firm · Broad exposure · Opportunity for learning · A highly reputable Global Brokerage firm is seeking a Structured Products Operations Associate to join the team. · Reporting into the Structured Products Operations Manager, you will be a vital headcount to the team provid ...
Sales Associate, Institutional - Singapur, Singapore - Ameriprise Financial
5 days ago
Description
In this role you will support the Institutional Sales Teams that cover South East Asia, Greater China and Australia. How you'll spend your time...
To be successful in this role you will have...
About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.
Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.
We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
Full-Time/Part-Time
Full timeWorker Sub Type
PermanentJob Family Group
Sales
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