Manager - Institutional Business

Eastspring Investments Berhad; Kuala Lumpur; Presencial; MYR 120.000 - 180.000; Jornada completa

Descripción de la vacante

Eastspring Investments Berhad in Kuala Lumpur is seeking a results-driven institutional sales professional to originate and manage opportunities across corporate treasuries and asset management clients. You will build a robust sales pipeline, tailor investment solutions, and coordinate with internal teams to deliver compliant, timely client service across fund products and liquidity strategies.

The role requires strong presentation and negotiation skills, and the ability to engage senior

Formación

• Degree in Finance, Economics, Business or Accounting; CFA/ CFP advantageous.
• Experience in institutional sales, corporate banking, asset management or related client management.
• Experience covering corporate clients and institutional investors preferred.
• Knowledge of unit trusts, money market funds, fixed income funds and asset management.
• Strong presentation, communication, negotiation and stakeholder management.

Responsabilidades

• Originate and develop new business opportunities across institutional clients.
• Build and maintain a structured pipeline and expand corporate footprint.
• Engage clients from prospecting to onboarding and post-investment servicing.
• Prepare client presentations, proposals and due-diligence documentation.
• Collaborate with Investment, Product, Marketing, Compliance and Operations teams.

Conocimientos

Client relationship management

Lead generation

Sales pipeline management

Presentation skills

Negotiation & stakeholder management

Educación

Bachelor's degree in Finance/Economics/Business/Accounting

CFA/ CFP or similar (advantage)

Herramientas

CRM software

PowerPoint

Excel

Descripción del empleo

Eastspring is a global asset manager with Asia at its core. We create a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions. We pledge to make Eastspring a place where you can Connect, Grow and Succeed.

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KEY ACCOUNTABILITIES

• Originate and develop new business opportunities across corporate treasuries, cash-rich corporates, family-owned businesses, and other institutional client segments.
• Build and maintain a structured pipeline of prospects, with a focus on expanding Eastspring’s corporate footprint and supporting the team’s long-term Corporate Unit Trust AUM growth ambitions.
• Review, prioritise, and reactivate dormant corporate relationships with investment potential, while identifying opportunities to deepen wallet share among existing clients.
• Own client engagement from initial prospecting and qualification through to pitch preparation, follow-up, onboarding, and post-investment servicing.
• Prepare and deliver high-quality client presentations, proposals, product positioning materials, RFP responses, and due diligence documentation in collaboration with internal stakeholders.
• Understand client liquidity, return, risk, governance, and investment horizon requirements, and position appropriate money market, fixed income, income-oriented, and other Eastspring investment solutions.
• Work closely with the Investment, Product, Marketing, Compliance, Operations, and Client Reporting teams to deliver timely and effective solutions for clients.
• Monitor market trends, competitor activity, regulatory developments, and client needs to identify future growth opportunities and provide actionable input to management.
• Support client retention and service excellence through regular engagement, portfolio updates, market insights, and prompt resolution of queries or operational matters.
• Contribute to management reporting, pipeline tracking, KPI updates, risk reporting, operational process improvements, and department documentation as required.

EXPERIENCE / QUALIFICATIONS

• Degree in Finance, Economics, Business, Accounting, or a related discipline; professional qualifications such as CFA, CFP, or other relevant certifications would be an advantage.
• Relevant experience in institutional sales, corporate banking, treasury sales, asset management, wealth management, investment solutions, or client relationship management.
• Experience covering corporate clients, institutional investors, or treasury/investment decision-makers would be highly preferred.
• Good knowledge of unit trusts, money market funds, fixed income funds, income strategies, or broader asset management solutions.
• Strong presentation, communication, negotiation, and stakeholder management skills.
• Proven ability to generate leads, manage a sales pipeline, follow through on opportunities, and convert relationships into business outcomes.
• High standards of integrity, professionalism, client service, and compliance awareness.

KEY ATTRIBUTES

• Entrepreneurial, self-driven, and comfortable operating independently in a business development role.
• Strong relationship builder with the ability to engage corporate decision-makers, treasury teams, and senior stakeholders in a consultative manner.
• Brings an existing network across relevant corporate segments and the ability to open new doors for the business.
• Commercially oriented, with a strong sense of ownership over pipeline development, asset growth, client conversion, and relationship reactivation.
• Good understanding of investment products, market trends, portfolio considerations, and asset management solutions, particularly in liquidity and fixed income strategies.
• Able to translate client needs into appropriate investment solutions and communicate investment ideas clearly and confidently.
• Collaborative and able to work effectively across internal teams to ensure seamless client delivery and governance.
• Highly organised, disciplined in follow-through, and able to manage multiple client conversations, internal deliverables, and sales activities concurrently.

Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.