Intermediary Sales Lead – SEA ETFs & Platforms

State Street Corp

Singapore

On-site

SGD 120,000 - 180,000

Full time

2 days ago
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Job summary

State Street Corp in Singapore seeks an Intermediary Relationship Manager to grow assets across Singapore and Southeast Asia. You will partner with product, marketing, ETF strategists and compliance to deliver investment solutions to financial intermediaries, asset managers and platforms.

The role requires MAS and CMFAS readiness, strong client-facing skills, and a track record in strategic sales and building a trusted adviser network.

Qualifications

  • Strong client-facing and investment experience in the asset management industry, preferably with ETFs, funds and model portfolios.
  • 5-7 years of experience in strategic sales and client relationship management.
  • Degree qualified or equivalent, CFA or CAIA is an advantage.

Responsibilities

  • Sales strategy – Develop and execute segment and client plans that drive sales of the State Street IM investment solutions, permitted for distribution across Singapore and targeted Southeast Asian markets.
  • Book of business – Own, build and deepen a panel of key intermediary clients and prospects, with clear accountability for AUM, net new assets and revenue outcomes.
  • Client partnership – Identify and anticipate client needs, and position relevant investment solutions across asset classes, wrappers and domiciles.
  • Platform and distribution access – Secure and expand product shelf access, model portfolio inclusion and platform listings with private banks, wealth managers and digital platforms.
  • Investment insight – Clearly communicate investment ideas, research and market views to clients, one-on-one and one-to-many.
  • Pipeline discipline – Use our CRM and business intelligence to manage pipeline, prioritise opportunities and deliver a quarterly sales plan.
  • Campaigns and events – Lead client engagement through seminars, roundtables, events and regional campaigns in partnership with Marketing and our subject matter experts.
  • Product feedback – Provide high-quality client feedback to the Product team on new product ideas and enhancements across listed and unlisted solutions.
  • One team – Collaborate across the State Street and State Street IM businesses to deliver a smooth client experience.
  • Market intelligence – Stay abreast of industry, regulatory, product and competitor trends so State Street IM is well positioned in the region.
  • Industry presence – Represent State Street Investment Management at industry forums and events in Singapore and Southeast Asia.
  • Conduct and controls – Conduct all regulated activities in line with MAS requirements and internal policies, working closely with Legal and Compliance.

Education

Strong client-facing and investment experience in the asset management industry, preferably with ETFs, funds and model portfolios.
5-7 years of experience in strategic sales and client relationship management
Degree qualified or equivalent, CFA or CAIA is an advantage

Job description

State Street Corp in Singapore seeks an Intermediary Relationship Manager to grow assets across Singapore and Southeast Asia. You will partner with product, marketing, ETF strategists and compliance to deliver investment solutions to financial intermediaries, asset managers and platforms.

The role requires MAS and CMFAS readiness, strong client-facing skills, and a track record in strategic sales and building a trusted adviser network.

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