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Institutional / Wholesale Manager Job Summary

JOB TITLE: Institution / Wholesale Manager


Industry: Financial Services

JOB TYPE: Full-Time

Institutional / Wholesale Manager Job Details

The Institutional/Wholesale Manager is responsible for identifying opportunities and developing relationships with institutional investors and investment consultants in assigned institutional market channels. The candidate will work both strategically and operationally to maintain and continue to build on our wholesale distribution.

Job Duties and Responsibilities

  • Define and implement wholesale/institutional strategy to establish marketing goals, monitor business results/metrics and adapt sales strategies and tactics accordingly
  • Analyse markets and competition, and propose short, mid and long-term plans for wholesale growth
  • Promote institutional investment capabilities, and sell investment solution to institutional clients, taking individual ownership of, and accountability for, sales pipeline and pipeline opportunities.
  • Leverage relationship with existing institutional/wholesale clients by developing and executing proactive, creative, and ongoing contact initiatives
  • Maintain and deepen market presence and franchise recognition
  • Provide intelligence on market trends and client product demands to internal teams including management and product development team.
  • Conduct effective presentation for potential customers.
  • Provide up to date reports on all sales and marketing activities.
  • Ensure team complies with company policies, procedures, and business ethics codes.

Skills and Knowledge required for the Job

·         Bachelor’s degree in Marketing, Business Administration, or other business-related fields
·         Master’s degree and or MBA will be an added advantage
·         Minimum of 8 years of experience in asset management firms.
·         Excellent analytical skills and good mathematical knowledge, strong proficiency in MS Office and general computer use.
·         Relationship management, negotiation, and good presentation skills.
·         Impeccable understanding of financial statements, spreadsheets, ratios, and concepts.

Application Deadline:

Deadline: March 18, 2022!

Job Features

Job Category

Business Management Jobs

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