Generating, preparing for and participating in prospecting meetings with RMs.
Representing Capital at industry conferences / seminars, ensuring we maximise prospecting opportunities by preparing thoroughly prior to the event, proactively networking during the event and diligently following up afterwards.
Handling prospect requests for information through multiple channels (inbound calls, web searches etc.).
Prospect meeting preparation and coordination of follow-up items.
Proactively managing and resolving internal issues relating to winning business.
Liaison with Investment Professionals, internal departments (Marketing, Fee Consulting, RFP team, Legal etc.), other RMs and BDAs as part of the sales cycle.
Maintaining information on prospects and updating critical management information about prospects and clients into the required systems.
Over time working towards making outbound calls to introduce Capital and secure meetings with prospects.
Coordination and occasionally customisation of materials for use with prospects to create interest and build relationships.
Proactively engaging and resolving issues such as operational breach with internal relevant teams and clients.
Due to the client coverage for this role, Korean language skills (both written and spoken) are a must.
Strategic Market Planning
Market research on our target institutions.
Development and exploration of new areas for business development.
Involvement in business planning alongside RM and working with Business Management.
Preparation of management reports to reflect the new business effort.
Liaison with various industry organisations.
Internal Projects and Departmental Participation
Work as part of a collegial team of BDAs that shares ideas and best practices.
Work as part of a broader Asia Distribution group committed to building Capital Group’s business in Asia.