wealth solutions ManagerATR Asset Management (ATRAM)

Role Summary:
The Wealth Solutions Manager partners with the Multi Asset and Fixed Income Investment Products team as well as the External Introducers Group to facilitate new client acquisition, retention and deepening efforts for the ATRAM Wealth unit by providing proactive advisor and sales support to a sophisticated client base
Main Duties and Responsibilities:
Help drive YOY business growth
Assists in identifying new business opportunities with new and existing clients and by working with partner Independent Wealth Consultants and mining from ATRAM digital assets.
Builds, develops, coordinates, maintains and enhances relationships with existing clients
Cross-sells the organization's products and services to existing clients
Implement sales and marketing strategies of the ATRAM Wealth unit
Builds, develops, coordinates and maintains relationships with the external introducers for the onboarding of new ATRAM Wealth clients
Develop presentations for sales pitches across ATRAM's investment platforms
Develops content for regular and special marketing materials (e.g. ATRAM Edge, Investor Education and other forums)
Assists in identifying client needs and be able to work closely with internal units to provide solutions and communicate these to the customer
Actively participate in deepening client market acumen and investment knowledge
Keep the ATRAM Wealth Team abreast of industry developments by active participation in associations and industry events
Build strong relationships across internal product, client service, operations and marketing areas
Act as project manager for strategic initiatives (Road Shows, Product Launches, Morning Calls,
Sales Training, etc.) and the creation of alliances with other organizations who meet the needs and are patronized by the target market of ATRAM Wealth.
Comply with regulatory requirements, company and group policies; maintain compliance awareness
A minimum of 5 years work experience in the fields of banking or asset management, particularly in the function of treasury and investment product management. Sales and relationship management are optional.
Relevant educational qualifications, preferably a university degree in business, economics or finance-related courses.
With an in-depth knowledge and understanding of economics, financial markets and asset management products
Comprehensive knowledge of relevant rules and regulations of the financial markets, asset
management and trust industries
Technical Investment products knowledge with hands-on experience in the creation or sales of investment products
Strong English communication skills (both written and verbal) and interpersonal skills
Marketing-oriented, quick thinker, creative
Detail oriented
Comprehensive knowledge of Microsoft Excel, PowerPoint
High level of integrity
Associate / Supervisor Accounting and Finance Asset Management 1 opening Bachelor's degree graduate
The ATR Asset Management Group (ATRAM or ATRAM Group) operates through ATR Asset Management, Inc. (ATRAM MF) and the ATRAM Trust Corporation (Formerly Maybank ATR Kim Eng Capital Partners, Inc. - Trust). In 2009, the ATRAM Group decided to expand its presence in the fast-growing domestic asset management industry by forming a dedicated business group called ATR Asset Management Group (ATRAM or ATRAM Group). This group, comprised of ATRAM MF and ATRAM - Trust, manages portfolios consisting of mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third party clients.Why join us?ATR Asset Management (ATRAM) is the leading independent asset manager in the Philippines with over USD2.57 billion in assets under management, providing investment management solutions to retail and institutional clients. ATRAM has received a number of awards over the years including The Asset Benchmark Research - Top Investment House (1st Place) for 2019, The Asset Benchmark Research - Top Investment House (2nd Place) for 2018, The Asset Rising Star Award for 2017, Asian Investor Fund House of the Year (Philippines) for 2014 and 2015. ATRAM pioneered global feeder funds in the local market which provide Philippine clients with easy and cost-effective means of investing globally. ATRAM offers a professional, fair and progressive work environment. In addition, ATRAM strongly supports career development and work-life balance for its employees.
Kalibrr

Makati City, Metro Manila
Permanent
Full-time