- 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.
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