Developing new and existing institutional client relationships (institutional and buyside relationships).
Generating investment ideas and working closely with Research to improve product offerings .
To generate revenue by presenting research and investment opportunities to institutional clients .
Ensure compliance with internal and external guidelines.
Put sales team in perfect order to deliver client based objectives .
Developing Investment Strategies for clients based on research reports. Selling & servicing clients with investment/research ideas to maximize revenues.
Offering investment opportunities to buyside clients .
Successfully revived business from many accounts which were dormant using strong relationship network and aggressive sales servicing.
Strong experience in identifying, converting and developing successful business relationships with Asset management firms, Mutual Funds, Insurance Companies, Pension Funds, Hedge Funds, Private equity Funds and other Institutional Investor segments.
Excellent communication (both Vietnamese & English) and selling skills of financial ideas, investment opportunity and market updates.
1 - 3 years experience.
Ability to interpret research insights and communicate effectively to clients.
Ability to understand client requirements and provide appropriate products and service.
Strong relationships skills and excellent understanding of financial markets.