Client Relationship Manager, Intermediary Sales, Malaysia

Job Content

Role Description and Purpose

The key responsibility would be to develop the distribution business in Malaysia.

Hence the role will require the candidate to develop the business and generate revenues with top-tier distribution partner in Malaysia which translates into :

• Servicing and growing assets with existing clients and seize new opportunities with top-tier distribution partners.
• Achieving the assigned sales target 
• Cultivating and growing client relationships (depth and breadth) within client organisations 
• Working closely with CEO, local and regional Fund Distribution team, Client Services Team and all other relevant functions to ensure the exchange of best practices and continuity in driving sales and client coverage.
• Supporting role would also involve the institutional business in Malaysia, working closely with the Institutional sales team..

Key Responsibilities

• Implementation of the sales plan/strategy to achieve the assigned sales targets.
• Initiate product and marketing ideas and actively organize and participate in business development meetings.
• Manage client relationships in the Malaysia, service and grow assets with existing clients.
• Help to identify new distributors, develop relationships and work closely with them. Open new business relationships and generate revenues from the latter. Support requests from clients and prospects in a timely manner. 
• Conduct seminars, presentations, fund updates and portfolio review to clients.
• Promote BNPP AM funds, thought leadership and raise the company’s profile and reputation in APAC.
• Ensure sufficient interaction and knowledge of wholesale distribution clients in order to cross-fertilize ideas with colleagues.
• Keep abreast of competitor activity, market development and respond proactively to any market changes.
• As the position bearing the primary responsibility for ensuring adequate client/intermediary due diligence and exercising constant vigilance over the business relationship;
  1. To ensure that the KYC process is carried out in a complete and timely manner so that all KYC files that the Company is responsible for are always maintained up-to-date
  2. To contribute to the information and documentation collection and updating as well as to the provision of qualitative analysis, including materiality of adverse information, which is necessary for the Company to eventually decide on the client onboarding or recertification
  3. To fulfill other responsibilities as set forth in the applicable KYC/ KYI policy

Key Internal / External Relationships 

• Internal: Regional Sales Team, Investment Team, Product Specialist, CAM Team and all relevant functions
• External: Distribution Partners and key financial institutions from bank to insurance.

Role Requirements

Essential Qualifications & Experience

• University educated with a degree in Business, Finance, Engineering or related subject ;
• CFA or related qualification preferred
• Solid experience and understanding of the development of financial solutions and fund structuring
• At least 5 years’ sales experience in the asset management industry covering distribution with proven client contacts and a solid industry network