Director of Wholesale Operations
6 days ago
About Us
Aberdeen Standard Investments is a leading global asset manager that has been serving clients for over 130 years. We provide a wide range of investment solutions to our clients, including wholesale funds and institutional investors.
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 Aberdeen Standard Investments and its customers, ensuring clients have the right products and services, identifying new markets and customer leads, and pitching prospective customers.
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 Aberdeen Standard Investments' 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 specialist, 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 teams.
- Update meeting notes to Salesforce in a timely manner, with a clear and precise overview of the meeting.
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