ATR Asset Management (ATRAM)
ATR Asset Management (ATRAM)

Institutional Sales Relationship Manager  

ATR Asset Management (ATRAM)

  • Makati, Philippines
    8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, Metro Manila, Philippines
    Metro Manila
  • Penuh waktuFULL_TIME

Berakhir a year ago


Deskripsi Pekerjaan

The Business Background and Objective

ATRAM Solution and Institutional Client Group generates the foundation business of the company accounting for more than 50% of its recurring revenue and holding its largest assets under management portfolio. Its next 5 years is expected to continue to see growth primarily from underserved institutional segments badly in need of more responsive income generating investment strategies and longterm strategies that will prove to be resilient against more volatile markets in order to see more consistent annual growth. Institutional Sales Relationship Managers will be most important in this business growth where the talents in this role is expected to drive the flow of new assets for management through the acquisition of new entity clients from the target sectors and through the growth of existing relationships. Their leads pipelines are further expected to come from their organic network, through client referrals, through marketing campaigns and more importantly by working effectively with Independent Wealth Consultants.

Role Summary:

The Institutional Sales Relationship Manager is responsible for helping drive the YoY business growth through the acquisition and management of new clients together with the support of an Institutional Sales Associate and in partnership with Independent Wealth Consultants.

Main Duties and Responsibilities:

  • Identify new business opportunities and acquire new clients from the targeted sectors of institutions
  • Identify new business opportunities from existing Institutional clients
  • Develop effective presentations and sales pitches backed by well researched data and understanding of the potential institutional clients
  • Identify client needs and be able to work closely with internal units to provide the solutions that will fulfill the client needs.
  • Actively participate in associations and industry events in order to keep up with trends and opportunities
  • Build strong and productive relationships across all internal product, client services, operations and marketing areas
  • Comply with regulatory requirements, company and group policies, maintain compliance awareness
  • Implement sales and marketing strategies of the ATRAM Institutional and Solutions Business

Kualifikasi Minimum

  • Minimum of 5 years experience in the fields of corporate banking sales, treasury sales, investor relations
  • Relevant educational qualifications, preferably a university degree in business or finance fields
  • With applied experience in economics, financial markets and asset management products
  • Possessing Professional Certifications such as Certified Investment Solicitor, Treasury Professional are a PLUS
  • Comprehensive knowledge of relevant rules and regulations of the financial markets, asset management, trust and the specific target sector and industries
  • Strong communication skills {both written and verbal) and interpersonal skills
  • Experienced presenter
  • A quick-thinker, creative and open-minded
  • Detail-oriented
  • Comprehensive knowledge of Microsoft Excel
  • High facility with Power Point and/or CANVA applications
  • High level of integrity with a customer-focused mindset
  • Adaptability to different partners and decision makers of entitites
  • Warm and friendly personality that thrives in a solutions-hungry environment

Ringkasan Perkerjaan

Tingkat Posisi
Mid-Senior Level Manager
Sales and Marketing
Persyaratan tingkat pendidikan
Lulus program Sarjana (S1)
Respon rekruter ke lamaran
Alamat Kantor
8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, Metro Manila, Philippines
Asset Management
1 lowongan dibuka

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Tentang ATR Asset Management (ATRAM)

The ATR Asset Management Group (ATRAM or ATRAM Group) operates through ATR Asset Management, Inc. (ATRAM MF) and the ATRAM Trust Corporation (Formerly Maybank ATR Kim Eng Capital Partners, Inc. - Trust). In 2009, the ATRAM Group decided to expand its presence in the fast-growing domestic asset management industry by forming a dedicated business group called ATR Asset Management Group (ATRAM or ATRAM Group). This group, comprised of ATRAM MF and ATRAM - Trust, manages portfolios consisting of mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third party clients. Why join us? ATR Asset Management (ATRAM) is the leading independent asset manager in the Philippines with over USD2.57 billion in assets under management, providing investment management solutions to retail and institutional clients. ATRAM has received a number of awards over the years including The Asset Benchmark Research - Top Investment House (1st Place) for 2019, The Asset Benchmark Research - Top Investment House (2nd Place) for 2018, The Asset Rising Star Award for 2017, Asian Investor Fund House of the Year (Philippines) for 2014 and 2015. ATRAM pioneered global feeder funds in the local market which provide Philippine clients with easy and cost-effective means of investing globally. ATRAM offers a professional, fair and progressive work environment. In addition, ATRAM strongly supports career development and work-life balance for its employees.

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