Job Description Job Summary: We're looking for a Client Manager to join our Institutional Sales team to develop and identify new institutional business opportunities with prospective clients and cross-sell to existing clients across Hong Kong, Macau and Philippines.
What you'll do - To work with the Head of Institutional Business to develop and implement business development plans and strategy for Hong Kong, Macau and Philippines.
- To develop relationships and secure business opportunities with prospective institutional clients, including but not limited to official institutions, insurance companies, family offices, across public and private markets
- To manage the relationship of selected existing clients, both asset retention as well as cross-selling opportunities
- To be responsible for preparing sales proposals and client meeting presentation materials by liaising and coordinating with internal parties/departments, such as RFP team, Fund/Product Managers and other related support teams.
- To work closely with Marketing Team for marketing events to strengthen and promote our company profile.
- To attend industry events to ensure Schroders' presence in the industry.
- To assist the Head of Institutional Business by maintaining regular contact with major consultants.
The knowledge, experience and qualifications you need - Bachelor's degree or above in Finance, Accounting, Business or equivalent subjects
- Professional accreditation i.e. CFA qualification will be an advantage
- At least 5 years of experience in a front office role such as business development, product specialist in global asset management companies, or investment function at an asset owner
- Good market and technical knowledge of all asset classes
- Experience as a senior individual contributor in building new relationships and maintaining existing institutional clients' relationship
- Enjoys bringing in fresh ideas to develop new channels into the institutional business
- Good in both communication and presentation skills
- Enjoys analytical work and finer details
- Proficient in MS Words, Excel, PowerPoint
- Willingness to learn new applications
- Proficient in speaking both English and Cantonese language, with ability to speak Mandarin strongly preferred
About Us We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.