Institutional Sales (Fund Management)

Roles & Responsibilities

Institutional Sales Manager

Fund Management

A fast-growing fund management firm is seeking an Institutional Sales Manager to expand its institutional client base and drive fundraising growth.

Responsibilities

• Develop relationships with institutional investors, private banks, family offices, sovereign wealth funds, external asset managers and distribution partners.
• Promote investment solutions across equities, fixed income, multi-asset, alternatives and ESG strategies.
• Originate new mandates and grow assets under management by identifying and converting business opportunities.
• Partner with portfolio managers and investment specialists to present strategies, market insights and portfolio performance.
• Lead RFPs, due-diligence questionnaires and client presentations while coordinating with Product, Marketing, Compliance and Operations teams.

Requirements

• Degree in Finance, Economics, Business or a related discipline.
• Seven to twelve years of institutional sales or business-development experience within asset or fund management.
• Strong understanding of equities, fixed income, multi-asset, alternatives and ESG strategies.
• Proven track record in institutional client acquisition, fundraising and relationship management.
• Strong commercial acumen, presentation skills and ability to develop new business opportunities.

Interested applicants may submit their updated resume to ethel.tan@revup-consulting.com in strict confidence for consideration.

Referrals of suitable candidates within your professional network are also welcome.

Ethel Tan
Consultant, Financial Services
RevUp Consulting
EA Licence No.: 22S1193
EA Registration No.: R2096281
LinkedIn: www.linkedin.com/in/etheltansk

Tell employers what skills you have

retail investment products
Collaboration
Identifying New Business Opportunities
Distribution Partners
Customer Acquisition and Relationship Management
Economics
Identify product opportunities
Partner Portfolio
Endowments
Client Support Services
Investment Sales
Manage Client Relationships
Fundraising Strategies
Fixed Income
Business economics science
Equities