Head of Institutional Sales

Reponsibilities

1. Liaise with both internal and external resources to identify, serve, and maintain relationships with institutional clients, offering professional investment research services;

2. Assist in developing investment strategies and building investment portfolios based on internal research reports and the preferences and needs of institutional clients;

3.Organize and plan business activities such as meetings, research presentations, roadshows, training sessions, and joint research initiatives;

4. Perform business data collection, analysis, and reporting;

5. Follow market trends, gather market data, and monitor industry developments;

6. Assist in marketing efforts as assigned by the department.

Requirements

1. Minimum 5 years of experience in institutional sales or client development for financial products; Experiences in Capital Market, Asset Management, Banking company.

2. Extensive institutional client resources, high-net-worth individual client connections, and external partnership resources;

3. Bachelors degree or higher, fluent in English;

4. Preferred: Experience in institutional sales at a Securities Research Institute, WPPE or WAPERD certification, and proficiency in Mandarin;

5. Strong communication, coordination, learning, and stress management skills, with the ability to align internal resources to achieve project goals.

Information :

• Company : Tuntun Sekuritas Indonesia
• Position : Head of Institutional Sales
• Location : Jakarta Utara
• Country : ID