Job description for Mutual Fund Relationship Manager at Invesnow.id
About the role
Acquire new clients and build the institutional/corporate & relatail client base for Mutual Fund business. Proactively seek opportunities to expand the retail & Institutional client base and increase assets under management (AUM). Build a High Net Worth individual portfolio and generate revenue from both transactional fees and management fees. Identify the investment products that match with the needs and objectives of potential customers.
Key responsibilities
Acquire new clients and build the institutional/corporate & retail client base for Mutual Fund business
Proactively seek opportunities to expand the retail client base and increase assets under management (AUM)
Achieve a sales target requirement
Building a High Net Worth individual portfolio and generating revenue from both transactional fees and management fees.
Identify the investment products that match with the needs and objectives of potential customers.
Achieve the KPI of RM on a monthly basis.
About you
Minimum 5 years of experience in institutional sales or client development for financial products; Experiences in Capital Market, Asset Management, Banking company.
Extensive institutional client resources, high-net-worth individual client connections, and external partnership resources;
Bachelor's degree or higher, fluent in English;
Preferred: Experience in HNWI, institutional sales at a Selling Agent Mutual Fund (APERD), Investment Manager Company,
WMI, WPPE or WAPERD certification.
Strong communication, coordination, learning, and stress management skills, with the ability to align internal resources to achieve project goals.
