Description

As Institutional Sales & Client Relations Lead, you will be responsible for owning and leading the firm's institutional coverage across Greater China and Southeast Asia, with a mandate to drive long‑term AUM growth, client retention, and strategic partnerships. The role requires a strong balance of commercial leadership, market credibility, and long‑term relationship building in the institutional investment community.

Key Responsibilities

1. Develop, drive, and execute a comprehensive institutional sales strategy to grow AUM across pension funds, insurance companies, sovereign wealth funds, endowments, foundations, family offices, and other institutional investors in Greater China and Southeast Asia.
2. Lead all aspects of the institutional sales lifecycle, including prospecting, pitching, due diligence coordination, negotiations, and onboarding.
3. Act as a senior representative of the firm to institutional clients, regulators, consultants, and industry stakeholders in the region.
4. Build and maintain long‑term, trusted relationships with institutional clients and key decision‑makers.
5. Serve as a primary point of contact for existing institutional investors, ensuring high‑quality servicing, regular communication, and client retention.
6. Coordinate with internal teams to support client reporting, portfolio reviews, and bespoke investment solutions.
7. Work closely with investment teams to communicate market views and product developments.

Qualifications

1. 5-8 years of relevant experience in institutional sales, client relations, or business development within asset management, private credit, alternatives, or investment banking.
2. Proven track record of raising institutional capital and growing AUM in Greater China, with exposure to Southeast Asia preferred.
3. Strong existing relationships with institutional investors and investment consultants in the region.
4. Deep understanding of Private Credit markets, structures, and investment strategies.
5. Excellent communication and presentation skills with the ability to engage senior institutional stakeholders.
6. Experience working with global investment teams and cross‑border strategies.
7. Fluency in English and Cantonese/Mandarin is required.

If you are interested in exploring more of this role or other potential opportunities, let's connect today via WhatsApp or WeChat: +852 5424 6512.

Candidates not selected for this position may be considered for other opportunities that better align with their experience.

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