Associate/Associate Director, Institutional Sales, Asset Management

CLSA; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

CSI Asset Management is seeking a highly motivated leader to grow our asset management business across South Asia. You will work closely with investment, distribution, product and senior management to build scalable products, systems and client targeting in ASEAN.

Focus segments are institutions, corporates and wealth clients. The role requires developing sales strategies, cultivating new relationships, and guiding onboarding, reporting and client communications for local and regional

Qualifications

• Degree holder from a reputable university.
• 3–8 years of sales experience in asset management/wealth management/corporate banking.
• Existing client relationships amongst institutions, corporates and wealth clients in ASEAN.
• Proficient in Mandarin for internal communications and English for external communications.

Responsibilities

• Identify and cultivate new client relationships for asset management products and services.
• Support development, launch and ongoing management of investment strategies and products.
• Collaborate with the wider team to develop and execute sales strategies.
• Conduct market research to identify trends, competition, and opportunities in SEA asset management.
• Prepare persuasive presentations, proposals and marketing materials for clients.
• Provide timely communication and insights to existing clients about portfolios.
• Assist in managing the sales pipeline, tracking leads and follow-ups.
• Stay updated on industry developments, regulatory changes and product offerings.
• Act as a product specialist to articulate investment capabilities and portfolios to attract assets.
• Assist in client onboarding, reporting and ad hoc information requests.

Skills

Client relationships

Sales leadership

Market knowledge

Mandarin

English

Education

Bachelor's degree

Job description

We are seeking a highly motivated individual to lead the development and growth of our asset management business in South Asia. This is an opportunity to join a fast-growing platform at an early stage and work closely with investment, distribution, product and senior management teams. The firm is building products, systems and infrastructure which are future‑facing and will stand the test of time, offering good long‑term career prospects for the right candidate. Focus client segments are institutions, corporates and wealth clients across ASEAN. CSI Asset Management is part of China’s largest investment bank, CITIC Securities, which offers opportunity to collaborate with various business lines across the group including IBD, equity derivatives, research and others to develop products and client targeting. This dynamic environment will enable the right individual to learn and grow significantly in their careers.

Key Areas of Responsibilities

• Identify and cultivate new client relationships while maintaining and enhancing existing client accounts for our Asset Management products and services.
• Support the development, launch and ongoing management of investment strategies and products.
• Collaborate with the wider team to develop and execute sales strategies that align with the firm's goals and objectives.
• Conduct thorough market research and analysis to identify trends, competitor activity, and potential business opportunities in the asset management sector in SEA.
• Prepare and deliver persuasive presentations, proposals, and marketing materials tailored to meet client needs.
• Provide exceptional support to existing clients, ensuring they receive timely communication and insights regarding their investment portfolios.
• Assist in managing the sales pipeline, tracking leads, and coordinating follow-up activities to drive conversion of prospects
• Staying updated on industry developments, regulatory changes, and product offerings to effectively communicate with clients and prospects.
• Act as a product specialist capable of clearly articulating CSI Asset Management’s investment capabilities, competitive edge, products and portfolios in order to attract assets into local and regional portfolios.
• Support client onboarding, ongoing reporting and ad hoc information requests.

Requirements

• Degree holder from a reputable university
• 3-8 years of sales experience in asset management/wealth management/corporate banking
• Existing client relationships amongst family offices, corporates and institutions in ASEAN
• Proven track record in winning clients and growing a client following
• Strong hunger, communication and interpersonal skills
• Strong sense of personal accountability, diligence, initiative and responsibility for owning issues through to resolution, self-motivated and able to work independently
• Proactive and entrepreneurial mindset
• Conversational Mandarin for internal communications, English for external communications
• Singaporeans and Singapore Permanent Residents only