Associate Director/Director, Wholesale

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia abrdn Asia Limited Full time
Associate Director/Director, Wholesale

Apply locations: Kuala Lumpur
Time type: Full time
Posted on: Posted Yesterday
Time left to apply: End Date: February 28, 2025 (30+ days left to apply)
Job requisition id: R0072479

Job Description

The role reports to the Head of Wholesale, Southeast Asia. Responsible for the planning and execution of the sales strategy. The principal point of contact between abrdn and its customers, ensure clients have the right products and services, identify new markets and customer leads, and pitch prospective customers. The role holder will be expected to be flexible in working style, have a strong team ethos and work in partnership with other distribution functions including client services, marketing and investment specialists.

About the role

  • Responsible for maintaining and expanding AUM across the full spectrum of wholesale channels, including private banks, retail banks, insurance companies, financial advisers, digital platforms, wealth managers and family offices.
  • Hold proactive dialogues with distributors on product highlights, market updates, key investment themes, etc. to support the sales momentum of abrdn products.
  • Nurture existing client relationships, with particular emphasis on building good rapport with distributors' product / fund selection teams and front-line sales teams.
  • Conduct sales/product trainings for assigned intermediaries and make presentations to existing or prospective clients.
  • Work closely with intermediaries and partners to develop effective marketing campaigns, with the goal of capturing larger share of the market.
  • Collaborate with marketing, client service, presentation team, RFP team, investment specialists, fund managers and other back office colleagues to ensure smooth and successful product/service delivery.
  • Provide intelligence on market trends and client product demands to internal teams including management and product development team.
  • Update meeting notes to Salesforce in a timely manner, with a clear and precise overview of the meeting.

Role requirements

Core Knowledge

  • Maintain an excellent knowledge of the sales process and a track record in winning business.
  • An ability to develop strong relationships and be an effective networker.
  • Product experience that includes global equities, global fixed income, private markets and multi-asset.
  • Good understanding of the Malaysian regulatory environment and trends affecting asset management.

Core Skills

  • Self-starter and highly motivated with an ability to work in a team environment.
  • Ability to generate, follow up and close sales.
  • Ability to plan, organise and take initiative.
  • Strategic thinker, ability to generate creative solutions to challenges for clients.
  • Excellent communication skills: written and spoken, both face to face and over the telephone, ability to give professional presentations.
  • Interpersonal skills-influencing.

Competencies

Business Development

  • In-depth knowledge of investment products to engage a diversity of clients, bankers and product providers to raise awareness of abrdn's investment capabilities and potential.

Client Relationship Management

  • Act as a conduit into investments for clients, identify client needs and coordinate efforts to serve assigned intermediaries.
  • Responsible for maintaining and expanding existing relationships to ensure client satisfaction & retention.
  • Conduct sales/product trainings for assigned intermediaries and make presentations to existing or prospective clients.

Reporting

  • Meeting notes to be added to Salesforce or any other similar CRM system, in a timely manner, with a clear and precise overview of the meeting.
  • Provide relevant and accurate management reporting for presentation purposes and as required by Team and Department Head.
  • Ensure all client and regulatory reporting are completed accurately and submitted in a timely manner.

Strategy

  • Work on strategies to expand the distribution of our fund offerings across our existing and new intermediaries.
  • Develop and maintain sales programs with assigned intermediaries. May also develop new channels of intermediaries.
We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
#J-18808-Ljbffr

  • Director of Wholesale Operations

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Aberdeen Standard Investments Full time

    Job OverviewAberdeen Standard Investments is seeking a highly skilled and experienced professional to join our team as a Director of Wholesale Operations. This role is responsible for planning and executing the sales strategy, maintaining and expanding AUM across wholesale channels, and nurturing existing client relationships.About the RoleMaintain and...

  • Financial Director for Liquidity Growth

    7 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

    We are seeking a seasoned professional to drive the growth of our deposit base as Associate Director, Liquidity at CIMB.About the RoleDevelop and execute strategies to expand our wholesale deposit base through innovative products and solutions.Collaborate with stakeholders to identify opportunities to enhance cash management operations and improve customer...

  • Director of Deposit Products and Solutions

    7 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

    We are seeking a senior leader to join our team as Associate Director, Liquidity at CIMB.About the PositionDeveloping and implementing strategies to grow our wholesale deposit base, focusing on key areas such as CASA, FD, and STMMD.Collaborating with stakeholders to create and enhance deposit products that meet customer needs and drive business...

  • Analytics Director

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Aon Hewitt Full time

    Job DescriptionWe are seeking a highly skilled Director / Associate Director, Analytics Actuarial Reinsurance to join our team in Kuala Lumpur. The successful candidate will be responsible for leading complex analytical projects, developing innovative solutions, and driving business growth.

  • Associate Director

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Executive Recruiters Full time

    Associate DirectorKuala Lumpur, Malaysia | Posted on 12/31/2024Collaborate with and support the Managing Director in overseeing company functions, including resource management, operations, finance, risk management, and business development.Assess workforce requirements and allocate resources effectively across the organization.Provide leadership in both...

  • Global Sales Director for Industry and Wholesale Trading

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Pasona Malaysia Full time

    Pasona Malaysia is seeking an experienced Global Sales Director to lead our efforts in Industry and Wholesale Trading. As a key member of our leadership team, you will be responsible for driving revenue growth through strategic partnerships and sales initiatives.About the CompanyWe are a leading provider of engineering services and solutions, with a strong...

  • Associate Director, Investment Data

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia MUFG Investor Services Full time

    Associate Director, Investment Data & Valuation3 days ago Be among the first 25 applicantsExperience something Brilliantly Different with a career at MUFG Investor Services.Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global investment firms to provide them with...

  • Associate Director/Director, Wholesale

    3 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Aberdeen Standard Investments Full time

    Job DescriptionThe role reports to the Head of Wholesale, Southeast Asia. Responsible for the planning and execution of the sales strategy. The principal point of contact between abrdn and its customers, ensure clients have the right products and services, identify new markets and customer leads, and pitch prospective customers. The role holder will be...

  • Wholesale Retail Expansion Lead

    4 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Randstad Malaysia Full time

    We are looking for an Executive Wholesale Partnerships Director to lead our wholesale partnerships efforts.Key Responsibilities:Develop and execute strategic plans to drive sales growth through wholesale partnerships.Analyze sales data and market trends to inform business decisions.Work closely with cross-functional teams to enhance brand...

  • Associate Director, Investment Data

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia MUFG Investor Services Full time

    Associate Director, Investment Data & Valuation2 days ago Be among the first 25 applicantsAbout MUFG Investor Services:Experience something Brilliantly Different with a career at MUFG Investor Services.Company Description:Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global...

  • Associate Director

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Groupm Pakistan Full time

    Associate Director - AnalyticsWe are seeking an experienced Associate Director - Analytics to join our data analytics team. The successful candidate will be responsible for leading the development and implementation of advanced analytics solutions that drive business growth and improve operational efficiency. You will work closely with cross-functional teams...

  • Wholesale Business Director

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Taylor Supply Chain Malaysia Sdn Bhd Full time

    About Taylor Supply Chain Malaysia Sdn BhdWe are a well-established wholesale company committed to delivering exceptional service to our customers. Our goal is to provide a comprehensive range of products and services that meet the evolving needs of the market.Job DescriptionThe Wholesaler Executive will play a crucial role in driving our business forward....

  • Director / Associate Director, Analytics Actuarial

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Aon Hewitt Full time

    Director / Associate Director, Analytics Actuarial ReinsuranceWe're hiring We are looking for a Director / Associate Director, Analytics Actuarial Reinsurance, to join our team in Kuala Lumpur.Aon is in the business of better decisionsAt Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we...

  • Associate Director, Liquidity

    3 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

    Associate Director, Liquidity & Payments (Group Corporate Banking)CIMB WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia1 day ago - Be among the first 25 applicantsResponsibilitiesDevelop strategies and action plans to grow WB deposit base (CASA, FD & STMMD).Develop / enhance deposit products and deployment of solutions.Identify opportunities to...

  • Banking Operations Director

    6 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Businesslist Full time

    Leadership OpportunityWe are seeking an accomplished Banking Operations Director to lead our Wholesale Banking Operations Function. As a key member of our leadership team, you will be responsible for developing and executing strategies to drive growth and expansion in Wholesale Banking Operations.You will lead cross-functional teams to deliver results,...

  • Associate Director of Quality Assurance

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

    We are looking for a seasoned Associate Director of Quality Assurance to oversee all aspects of testing within the Treasury & Markets department at CIMB.The successful candidate will possess in-depth knowledge of Capital Markets / Banking operations and products, as well as strong understanding of test methodologies and tools.Key Requirements:Bachelor's...

  • Financial Operations Director

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Richemont Full time

    About the RoleWe are seeking a highly skilled Accounting Manager Lead to join our team in Malaysia. The successful candidate will report to the Finance Director and will be responsible for leading the wholesale & retail finance teams.Key Accountabilities:Manage the day-to-day activities of the wholesale & retail finance teams.Oversee the completion of...

  • Associate Director, OTCR, WRB

    3 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Bank Full time

    Associate Director, OTCR, WRB (Malaysia / India)The Operational, Technology and Cyber Risk ("OTCR") organisation is instrumental in protecting and ensuring the resilience of Standard Chartered Bank's operations, data, and IT systems by managing operational, technology and cyber risks across the enterprise. As a critical function reporting into the Group...

  • Associate Director

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Plaza Premium Group Full time

    The Associate Director, Compliance is responsible to develop, implement and establish an appropriate compliance strategy, program and infrastructure globally for the Plaza Premium Group (PPG) to support business objectives and regulatory requirements. The role also requires the setting up and management of adequate controls, procedures and processes for...

  • Human Resources Director

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Brandme Associate Full time

    Company OverviewWe are Brandme Associate, a passionate events company dedicated to delivering exceptional experiences. Our team of event specialists works tirelessly to exceed client expectations.The Human Resources Manager plays a crucial role in ensuring the success of our team. This full-time position is based in Kuala Lumpur, Malaysia, and requires a...