Team Lead, Institutional Asset Management
Team Lead, Institutional Asset Management
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Job Description
KEY RESPONSIBILITIES
Opportunity Origination & Business Development: Identify and originate new business opportunities by leveraging ARMs full platform including bespoke investment structures commercial trusteeship financial advisory and co-investment solutions. Develop strategic account plans for key institutional clients to maximize long-term engagement and value creation. Prepare and deliver compelling proposals and investment presentations to prospects and clients. Build and maintain relationships with key industry stakeholders and partners Client Relationship Management Manage and deepen existing institutional client relationships across pension funds insurance companies government entities corporates and endowments. Act as a key point of contact for client portfolio reviews investment performance discussions and strategic updates. Ensure timely and proactive resolution of client issues or concerns. Investment Advisory & Structuring Collaborate with internal teams (portfolio management research and compliance) to deliver bespoke investment solutions. Provide input on product development based on client feedback and market insights
Maintain up-to-date knowledge of financial markets asset classes and industry trends to support client advisory. Team Leadership & Collaboration Supervise and mentor junior staff within the institutional team supporting their development and productivity. Promote a collaborative working culture and coordinate with other departments for optimal client service delivery. Support the Head of Institutional Sales in developing client engagement strategies. Reporting & Compliance Track client activity pipeline status and revenue metrics in CRM and reporting tools. Ensure compliance with internal policies and external regulations governing asset managemen
COMPETENCIES SKILLS & ABILITIES
Strong origination skills Solid understanding of investment products portfolio construction and financial markets Strong relationship management and communication skills Strategic thinking and solution-oriented mindset Excellent presentation and proposal writing skills Leadership and team coordination abilities High level of professionalism and integrity
QUALIFICATION & EXPERIENCE
Bachelors degree in finance Economics Business Administration or a related field. MBA or professional certification (e.g. CFA CIS ACCA) is an added advantage. 10 years of relevant experience in asset management investment banking or institutional client relationship roles. Demonstrated success in managing high-value institutional clients and growing AUM
Employment Type
Full-Time
