Manager - Wholesale CRM

Job Description

Manager - Wholesale CRM

• Establish, enhance and maintain strong relationship with fund distribution partners including but not limited to Bank, Insurance and Securities companies.
• Lead and support Aberdeen Wholesale Distribution strategy & team covering Thailand intermediary markets. Articulate Wholesale strategies to grow sustainable AUM across the franchises.
• Assist in the production & delivery of fund updates & commentaries, presentations, sales briefing & seminar material, sales ideas, fund launches & responses to client requests & questions.
• Understand client’s demand and able to provide product strategies and investment solutions. Able to communicate effective and efficiently with strong presentation skills.
• Conduct competitor analysis on funds, market news & research to generate sales blasts for client communications. Analyze Funds’ holdings to enhance the width & depth of data provided to intermediaries.
• Coordinate client/prospect meetings, sponsorship events, seminars & roadshows with visiting Portfolio Managers, Client Portfolio Managers & Senior Management. Manage & coordinate local events.
• Bring the entire value chain of Aberdeen to clients (e.g. Wealth Tech, Sustainability, etc.)

Risk and Control

• Compliance - Adhere to rules and regulations set through Aberdeen policies and procedures as well as the respective market regulators                                               
• Collaboration - Have client outcomes at the forefront of what we do. In order to achieve this every employee needs to collaborate seamlessly across functions, locations and ranks for the benefit of our clients             
• Control & Supervision - Ensure proper supervision of direct reports via regular meetings / updates. Actively participate in the RCSA process to detect control deficiencies and assess effectiveness of control environment.

Qualifications

• Bachelor or Master degree in Marketing, Business Economics, Financial, or related field.
• At least 5 years of experience in Financial Industries (Asset Management preferred) handling High Net Worth Customers or Direct Clients
• Knowledge of financial instruments, business analysis, and industry analysis
• Strong interpersonal and communication skills to build rapport with clients
• Driven and self-motivated to achieve the target and goal
• Fluent in English communication in all areas
• Certificate for Single License will be added advantage.