Institutional Sales

KOTAK MAHINDRA (UK) LIMITED (Singapore Branch); Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial institution in Singapore is seeking an experienced professional to manage and expand business relationships, primarily focusing on high net worth clients and institutional investors. The role involves advising on a range of investment products, from equity shares to managed funds, and requires a self-motivated individual with strong client engagement skills. This position offers a pathway to lead and manage sub-regions in the APAC region.

Qualifications

• Strong ability to maintain and expand business relationships.
• Experience with high net worth clients and investment products.
• Self-motivated with a proactive approach to client engagement.

Responsibilities

• Maintain and expand business relationships in Singapore and neighboring locations.
• Identify and develop business with high net worth clients.
• Advise clients on investment products.

Skills

Business relationship management

Client advisory skills

Entrepreneurial mindset

Job description

• Maintaining and expanding business relationship in Singapore and neighbouring locations.
• Identifying and developing business, managing and expanding relationships primarily with high net worth clients and their related entities as well as other distributors / private banks, institutions, corporates, etc.
• Promoting products including Securities and CIS to Accredited, Expert and Institutional Investors. Products can include open ended funds (e.g long only equity funds, debt funds), equity shares, bonds and closed funds and marketing of / advising on funds managed by third parties
• Advising Accredited, Expert and Institutional Investors on the above identified products.
• Job involves having regular client meetings, new business origination, servicing existing ralationships and team management in future depending on the business requirement.
• Entrepreneurial, self-motivated individual with ability to initiate & develop relationship with potential clients in the region.
• The role would provide pathway to lead and manage sub-regions in APAC independently.