Manager, Institution, Corporate & HNWI Business

Aham Capital; Kampung Kota; On-site; MYR 100,000 - 150,000; Full time

Job summary

A financial services company in Penang is seeking a Manager for Institution, Corporate & HNWI Business. The ideal candidate will have a Bachelor's degree and 8 years of experience in the financial industry, with specific skills in communication and negotiation. Responsibilities include soliciting new business, managing daily operations, and preparing reports. This role offers the potential transition from a contract to a permanent position based on performance.

Qualifications

• 8 years of experience in the financial/investment industry, 3 years in investment/asset management or private banking.
• Ability to learn investment knowledge and provide comprehensive solutions.
• Possess own transportation and willingness to travel.

Responsibilities

• Solicit and acquire quality services to Institutional, Corporate, and HNWI clients.
• Develop new business leads to increase market share.
• Prepare reports for management.
• Manage daily business operations.

Skills

Communication skills

Negotiation skills

Sales strategy

Team player

Proactivity

Education

Bachelor’s degree in Business, Economics or Marketing

Job description

Manager, Institution, Corporate & HNWI Business

Responsibilities

• To solicit, acquire, and provide quality services to Institutional, Corporate, and High Net-Worth Individual (HNWI) clients to achieve the Company’s overall objectives in AUM and revenue.
• Ability to develop and generate new business leads for the region, with the aim of increasing market share, successfully negotiating deals, and managing the allocated expense budget independently.
• Ability to understand the sales cycle and strategy for investment management products across each market segment.
• Preparing reports as required by management.
• Managing the day-to-day operations of the business.
• Implementing the sales process effectively and independently.
• Any other activities to support the smooth running of the business.
• Initiate and identify suitable regional events such as exclusive talks for client, exhibitions, and soft launches.
• To undertake and perform any other related duties and responsibilities as assigned by Management from time to time.
  

Requirements

• Candidate must possess at least a Bachelor’s degree in Business, Economics, Marketing, or its equivalent.
• Preferably has 8 years of working experience in the financial/investment industry, with at least 3 years in an investment/asset management firm or in priority/privileged/private banking.
• Ability to learn and appreciate investment knowledge and products, with continuous effort to acquire the necessary knowledge and skill sets to provide comprehensive investment solutions to HNWI, corporate, and institutional clients.
• A team player, proactive, and a self-starter.
• Excellent communication and presentation skills.
• Possess own transportation and be willing to travel.

Employment will begin under a contract period, with the opportunity for transition to a permanent position based on demonstrated performance and suitability for the role.

We value diversity and inclusion by bringing together talented individuals from diverse backgrounds and experiences. We’re dedicated to equal opportunity, assessing candidates based only on their skills and qualifications, regardless of ethnicity, religion, gender, or nationality.

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