Institutional Sales Lead - Financial Institution

- Proactively identify and cultivate relationships with institutional investors.

- Generate and pursue new business opportunities within the international institutional investor market.

- Lead new business meetings and successfully close sales with institutional investors.

- Leverage existing client relationships by developing and executing ongoing engagement strategies.

- Foster strong and enduring client relationships and prioritize client satisfaction.

- Conduct thorough market research, analyse industry reports, and present well-considered investment ideas to clients.

- Act as a liaison between clients and the dealing team to ensure seamless trade execution.

- Maintain a deep understanding of market trends, economic developments, and regulatory changes that impact client investment decisions.

- Implement robust risk management practices to ensure compliance with all regulatory requirements and internal policies.

- Monitor sales performance metrics, analyse trends, and identify areas for improvement to achieve business objectives.

- Prepare comprehensive reports for senior management on sales performance, client feedback, market conditions, and strategic initiatives.