Client Associate, Intermediary Sales (1-year contract)

T. Rowe Price Singapore; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

T. Rowe Price Singapore is seeking a proactive professional to support the Southeast Asia Intermediary team, assisting with client reports, performance data, and materials for sales events.

You will work closely with Relationship Managers to foster long-term partnerships in a dynamic region. The role emphasizes strong communication, a self-driven attitude, and interest in investment management, with 1–2 years of relevant experience and a relevant degree.

Qualifications

• Excellent written and verbal communication skills.
• Entrepreneurial mindset with ability to work in a team.
• Demonstrated passion for investment management.
• Bachelor's degree or equivalent education/experience.
• 1–2 years of relevant work experience.

Responsibilities

• Accurately prepare client reports and respond to queries on portfolio performance.
• Support SEA Intermediary team with market, product and portfolio data.
• Liaise with Relationship Managers to nurture relationships with partners.
• Utilize Excel, macros, and data tools; Bloomberg/Morningstar a plus.
• Explain portfolio data including performance attribution.
• Coordinate with marketing to prepare sales materials.
• Communicate effectively with clients and colleagues, showing ownership and urgency.

Skills

Communication skills

Entrepreneurial spirit

Self-starter

Investment management interest

1-2 years experience

Education

Bachelor's degree or equivalent

Tools

Bloomberg

Morningstar

Job description

Financial institutions across Asia are outsourcing business to investment management companies who can demonstrate outperformance, creating an opportunity for T. Rowe Price to grow our presence in the intermediary market.

This position is viewed as an important component of the support network required in building out T. Rowe’s franchise in Southeast Asia. This individual will support T. Rowe’s sales, marketing and revenue generation efforts in the Southeast Asia Intermediary team.

This role will provide an opportunity to build industry experience and knowledge of the Intermediary market in Southeast Asia.

This position reports functionally to the Head of Intermediary, SEA.

PRINCIPAL RESPONSIBILITIES

• Accurately and efficiently prepare client reports and respond to client queries on portfolio performance, risk metrics, marketing material requests and the planning of events/road shows.
• Support the Southeast Asia Intermediary team through the provision of market, product and portfolio data.
• Liaise with Relationship Managers to develop long-term relationships with existing and prospective partners to drive sales.
• Effectively utilize tools such as excel spreadsheets, macros and query tools, along with internet sites, both public and private. Knowledge of Bloomberg and Morningstar are a plus.
• Analyze and explain portfolio data including qualitative and quantitative performance attribution.
• Pay significant attention to detail to ensure that work is delivered accurately and in a timely manner.
• Coordinates with marketing and other teams to gather/create materials for the sales team.
• Communicate effectively with clients and colleagues, demonstrating a “goes the extra mile” attitude in internal and external interactions.
• Frequently shifts priorities, demonstrating the ability to effectively manage their time.
• Focus on specific goals and demonstrate a sense of personal accountability and urgency for achieving results.
• Foster a sense of teamwork by assisting others when needed/required.
• Makes a strong commitment to T. Rowe Price’s culture and values.

PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS

• Outstanding communication skills – both written and verbal.
• Entrepreneurial and a self-starter, but able to operate in a team environment.
• Able to demonstrate a passion and interest for investment management.
• Bachelor's degree or the equivalent combination of education and relevant experience.
• 1-2 years of total relevant work experience.