Sales Associate, Institutional Sales Australia & ASEAN

Columbia Threadneedle Investments
Singapore, Singapore
12 Nov 2021
26 Nov 2021
Industry Sector
Finance - General
Employment Type
Full Time
Job Description

Support the Singapore institutional sales team in achieving the new AUM and gross revenue targets for South Asia and Australia.


Institutional Clients/Consultant Relations Support
  • 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.
Other Wider Support 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.

Required Qualifications

  • Prior asset management experience working in an institutional team with prior institutional 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

About Our Company

You'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you'll find growth and career opportunities across all our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together. Our expertise is diverse with more than 450 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 welcome applications from returners to the industry.

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.

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