Guotai Junan International is a leading diversified financial services company whose core business activities include brokerage, wealth management and investment management. The company has been building up its presence in Singapore to complement its existing businesses in Greater China and serve a wider range of customers and offer new business and financial products to meet evolving investors’ needs in the Greater China and Southeast Asia region.
Responsibilities
- Originate and generate new asset management business, with primary accountability for Net New Money (NNB), AUM and Net New Business Revenue (NNBF).
- Develop and convert new client and distribution opportunities across institutional investors, high-net-worth individuals, family offices, distributors, intermediaries and other relevant client segments.
- Build and maintain a strong, portable client and distribution network and manage opportunities from origination through onboarding and investment.
- Conduct client meetings, presentations and product pitches to promote the firm’s investment products and solutions.
- Work closely with PMs and Product Specialists to address client needs and convert investment opportunities into business.
- Achieve agreed NNB, NNBF, AUM and revenue targets.
Requirements
- Relevant experience in fund sales, institutional sales, wealth management distribution, business development or related roles within asset management or financial services.
- Demonstrated track record of personally originating and converting new business into measurable NNB and NNBF.
- Demonstrated ability to achieve agreed NNB and NNBF targets.
- Established and portable network of institutional clients, high-net-worth individuals, family offices, distributors or other relevant distribution channels, with the ability to convert these relationships into new business.
- Commercially driven, with a demonstrated ability to develop new business and convert client relationships into NNB and AUM.
- Good knowledge of investment products and asset classes, including equity, fixed income and multi-asset strategies.
- Strong sales, business development, relationship management, communication and presentation skills.
- Self-motivated and able to operate independently in a build-out environment with limited existing client coverage.
- Strong execution skills, with the ability to convert opportunities into successful client onboarding and investment.
- Fluency in English is required. Proficiency in Chinese is preferred as substantial communication may involve Head Office and clients in Chinese-speaking markets.
(Data collected will be kept strictly confidential and used for recruitment purpose only.)