Client Relationship Associate – Asia

at  Perpetual Limited

Mission of the role:
To support the Asia Distribution team in the sales, marketing and client activities for the Asian Institutional market.

Key tasks and outputs:

• To support the Asia Distribution team in the development of business development opportunities across key markets and client segments.
• To continually perform market intelligence with the Asia Distribution team on competitors, clients, new/core markets, and product trends.
• To support the Asia Distribution team to track and follow-up pre and post meetings’ opportunities.
• To assist in preparation and liaise with relevant teams to ensure RFIs, RFPs, Due Diligence Questionnaire, presentations, and related portfolio documents are provided to clients and prospective clients in timely manner.
• Be the primary liaison between the Asia Distribution team and internal stakeholders ie. RFP, marketing, product, legal and compliance team to ensure smooth process and tasks assigned are followed through.
• To assist with managing the Asia distribution team’s calendars, meeting invites (internal and external), booking of travels (flights and accommodation), expense submission, and CRM data integrity.
• Responsible for organizing the logistics on Asia Distribution team’s roadshows, marketing trips, business luncheons/ breakfasts, sponsored investment forums and events.
• To assist the Asia distribution team with preparation of clients’ and prospects’ meetings ie. printing and binding of presentation decks, RFP materials, due diligence booklets, White Papers etc.

Education requirements:

• Relevant tertiary or industry qualifications
• Degree qualification desirable

Experience requirements:

• Sound understanding of the Asset management industry including investment management.
• Sound technical investment/market knowledge across multiple asset classes

Special requirements of this role:

• Independent and resourceful
• Meticulous
• Desire to help build businesses

Equal opportunities statement
At J O Hambro Capital Management (JOHCM), we are committed to fostering a workplace that embraces diversity, equity, and inclusion. We believe that every individual, regardless of their race, gender, sexual orientation, age, religion, disability, or any other characteristic, brings unique perspectives and strengths to our team. We are dedicated to providing equal opportunities for all qualified candidates and creating an environment where everyone feels valued, respected, and empowered to contribute their best work. We actively encourage applications from individuals with diverse backgrounds and experiences, as we strive to build a workforce that reflects the rich tapestry of our global community. Join us in our journey to cultivate an inclusive workplace where talent thrives and where everyone has an equal opportunity to excel and succeed.

Key tasks and outputs:

• To support the Asia Distribution team in the development of business development opportunities across key markets and client segments.
• To continually perform market intelligence with the Asia Distribution team on competitors, clients, new/core markets, and product trends.
• To support the Asia Distribution team to track and follow-up pre and post meetings’ opportunities.
• To assist in preparation and liaise with relevant teams to ensure RFIs, RFPs, Due Diligence Questionnaire, presentations, and related portfolio documents are provided to clients and prospective clients in timely manner.
• Be the primary liaison between the Asia Distribution team and internal stakeholders ie. RFP, marketing, product, legal and compliance team to ensure smooth process and tasks assigned are followed through.
• To assist with managing the Asia distribution team’s calendars, meeting invites (internal and external), booking of travels (flights and accommodation), expense submission, and CRM data integrity.
• Responsible for organizing the logistics on Asia Distribution team’s roadshows, marketing trips, business luncheons/ breakfasts, sponsored investment forums and events.
• To assist the Asia distribution team with preparation of clients’ and prospects’ meetings ie. printing and binding of presentation decks, RFP materials, due diligence booklets, White Papers etc

Special requirements of this role:

• Independent and resourceful
• Meticulous
• Desire to help build businesse