Relationship Manager, Financial Institutional sales
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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.
Client Relationship Management
Manage and deepen existing institutional client relationships across pension funds insurance companies government entities corporates and endowments.
Deepen relationships through proactive portfolio reviews performance updates and solution-driven engagement.
Translate client needs into actionable investment mandates and partnership opportunities.
Investment Advisory & Structuring
Coordinate with internal stakeholders to ensure that institutional clients are aware of and can access the full range of ARMs offerings including alternative funds where relevant.
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
Provide guidance and leadership to institutional sales team members. Promote a collaborative working culture and coordinate with other departments for optimal client service delivery.
Support the Group 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 management.
Education:
Bachelors degree in finance Economics Business Administration or a related field.
MBA or professional certification (e.g. CFA CIS ACCA) is an added advantage.
5 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
Required Experience:
Manager
Key Skills
About Company
Asset & Resource Management Company Limited (ARM) was founded in 1994 as an asset management firm.We provide a broad range of unique wealth creation services by offering traditional asset management services as well as alternative investments through our private funds business. ARM cu ... View more
