Relationship Director- Institutional Sales
6 days ago
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.
**THE ROLE**
Using discretion and judgment, acts as relationship manager and sales for MFS clients. Develops and maintains a close and direct relationship with clients. Gathers and retains assets from new and existing clients.
**WHAT YOU WILL DO**
**Relationship Management**
- Acts as primary contact for clients regarding all aspects of the relationship with MFS.
- Maintains, expands, and communicates knowledge of all client's needs, concerns and overall satisfaction with MFS, through frequent contact (direct, written, and verbal). Provides same services to client consultant, as necessary.
- Retain and gather new assets from clients. Anticipates and develops opportunities to expand and strengthen the relationship.
- Know client's evolving and changing investment needs and initiate action to capitalize on them. Involves other MFSI personnel as necessary in this process.
- Anticipates risks to the relationships, take steps to protect them, and keeps manager appraised.
- Introduces clients to key MFS personnel to broaden the relationship.
- Interacts with other MFS departments (Client Service, Investment, Legal, Accounting, Compliance) to ensure that client needs are being met at all levels.
- Maintain regular contact with consultants.
**Sales**
- Drives, develops and implements the business strategies.
- Works with Managing Director of MFS to develop and implement sales strategies, which align with MFS company strategy.
- Monitors industry trends, advises on company product development and develops a long-term strategy for marketing MFS' investment management to institutions to achieve sales goals. This will include designing and implementing a business plan every year.
- To develop relationships and secure business opportunities with prospective institutional clients, including but not limited to official institutions, insurance companies, family offices, defined benefit pensions schemes and charities.
- To achieve the goal of expanding fixed income business.
- Keeps client informed of products and enhancements within MFS and relevant industry information and developments in financial markets.
- To be responsible for preparing sales proposals and client meeting presentation materials by liaising and coordinating with internal parties/departments, such as RFP team, Fund/Product Managers and other related support teams.
- To work closely with Marketing Team for marketing events to strengthen and promote our company profile.
- To attend industry events to ensure MFS' presence in the industry.
**Other Responsibilities**
- Ensure compliance of office with internal MFS regulations as well as external regulatory requirements. Escalate regulatory compliance issues in accordance with established policies and procedures to Regional Compliance Officer APAC.
- Ensure collaborative working relationships between distribution and other departments
- Train, educate and mentor new entrants to the team.
- Market intelligence: Maintain awareness of industry trends and competitive landscape.
- Maintain proper record keeping on C360 and local system for all sales and business activities
- Liaising with colleagues from other offices on client or product matters, some of which will happen during APAC evening hours.
- Assume additional responsibilities as requested.
**WHAT WE ARE LOOKING FOR**
- Bachelor's degree. Post-graduate education in a related area and/or CFA preferred.
- Minimum 8-12+ years' investment-related or financial experience with at least 5 years' experience in direct client-relationship capacity.
- Demonstrated passion for developing and nurturing client relationships.
- Expertise in and good knowledge of global equity and fixed income markets is required.
- Excellent written and verbal communication skills as well as presentation skills.
- Ability to work in a team environment.
- Solid understanding of the institutional landscape
- A strong track record in sales and delivering exemplary client service.
- Self-confidence but an ability to listen and consider other people's points of view
- Collegiate team player, experienced and comfortable working in an international operating environment.
- Excellent time management and prioritization skills.
- Ability to work independently and a self-starter.
- Strong work ethic.
- Demonstrate high level of integrity.
- Proficiency in local languages
- Post-graduate education in a related area and/or CFA will be an advantage.
- Ability to work flexibly in Asian as well as US time zones.
- Strong computer skills with profici
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