About this role
Overview
The Opportunity:
The FIS Associate Relationship Manager - Sales is a professional level employee responsible for coverage of Singaporean and Southeast Asian institutional prospective clients. This person will actively follow up on the designated and new leads, build relationships with plan decision makers and/or consultants, meet face to face, and present to Institutional prospective clients to close business. At the discretion of Management, the Associate Relationship Manager may also be responsible for coverage of clients and investment consultants.
The Day-to-Day:
Interface with external partners and institutional team members to efficiently manage and deploy the firm's business development resources and orchestrate the institutional sales process within assigned territoryEnsure accurate, regularly updated information regarding prospect personnel, decision-making processes, and search activity is recorded in the firm's proprietary systemsCold call to establish contacts and arrange prospect meetingsConduct formal presentations to articulately convey the firm's investment philosophy and strategies to prospects and, as appropriate, their investment consultantsPrepare materials, strategize with senior management, and participate in execution of presentations to win businessExplains and obtains initial new account documents needed from new clientsExplains relevant FI policies to clients and prospective clientsMaintains and updates databases clearly and accurately on communication activity with prospective clients and clientsOperates and represents Fisher Investments with the highest level of integrity and work ethic Your Qualifications:
At least 5 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals preferredFluent in Korean and business level EnglishCompetitive and self-motivated-ability to set, monitor, and accomplish goalsResourceful and organized-ability to work smart; multi-task and address complex challenges managing a broad opportunity setRequired to travelSolid investment knowledge; previous Institutional investment experience preferredAbility to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information RatioAbility to read, analyze, and interpret general business periodicals, professional journals Why Fisher Investments Singapore:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture and our learning and development framework customized for every employee.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid premiums for top-tier supplemental medical, dental, and vision for employees and their qualified dependentsEmployer-paid therapy, coaching, and other EAP services including well-being supportFamily Support programs including $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careA collaborative working environment that practices ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS SINGAPORE IS AN EQUAL OPPORTUNITY EMPLOYER