The primary responsibility of the head of Institutional Sales is to identify opportunities and develop relationships with Institutional investors, asset managers and investment consultants in assigned institutional market channels

Job Responsibilities

• Identifies and cultivates prospects and/or clients.
• Initiates and follows up on new business opportunities.
• Leads new business meetings and closes sales to institutional investors and consultants.
• Leverages the organization’s relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.
• Develops and maintains relationships with pension consultants.
• Assists in the development and launching of new products.
• Acts as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process.
• Ensures that product and sales materials are always updated and focused for the applicable presentation, conference, or opportunity.
• Works closely with PACS team members to further develop sales opportunities.

Work Experience / Knowledge:

• Minimum 5 years of professional working experience.
• Relevant experience in Investment/Wealth Management or Financial Services is preferred.
• Must have demonstrated ability to create sales/relationship opportunities with clients, prospects and consultants in assigned market segments.
• Must have excellent sales skills and in-depth product and broad investment knowledge.

Skills / Other Personal Attributes Required:

• Strong communication skills required, as well as ability to work well with a variety of people at all levels of the organization.
• Demonstrated ability to close business.
• Strong presentation skills.
• General understanding of the financial markets and investment vehicles.

Education:

• Minimum of a Bachelor’s degree.
• Membership of professional body will be an added advantage.
• SEC registration is an added advantage.