Institutional Business Development and Sales Support (Experienced Hire)

ATRAM is the leading independent asset management company in the Philippines, renowned for delivering innovative and cutting-edge investment solutions to its diverse client base.

At the heart of ATRAM's success is the Business Development and Sales Team, which plays a critical role in driving year-over-year growth by acquiring new institutional clients and expanding business opportunities. This team thrives on strong acquisition activities, building deep client relationships, identifying emerging market opportunities, and crafting tailored, client-centric solutions that align with ATRAM’s overall strategic objectives.

To address the growing mandates, potential client base, and increased demand for unique institutional solutions, the Client Solutions Group - Institutional Team within the Business Development Group is organically expanding. We are openly looking to fill a few levels within the team depending on the experience of the candidate chosen.

Business Development Team Support's Main Duties and Responsibilities:

The role primarily entails strategically support in all key functions of the Institutional Business Development Lead:

• New Client Acquisition: Identify and secure new business opportunities from targeted institutional sectors through active prospecting, lead generation, and networking.
• Market Expansion: Develop and execute strategies to penetrate underserved markets, presenting ATRAM’s investment solutions as a competitive advantage.
• Sales Strategy Development: Design and deliver compelling sales pitches and proposals, leveraging well-researched data and market insights to engage potential clients.
• Relationship Building: Cultivate and strengthen long-term partnerships with decision-makers and key stakeholders in client organizations.
• Industry Engagement: Represent ATRAM in industry events, forums, and associations to stay ahead of market trends and generate new leads.
• Collaboration Across Units: Act as a liaison between clients and internal teams, ensuring seamless service delivery and solution implementation.
• Champion Marketing Initiatives: Develop engaging marketing materials, including the ATRAM Edge and Investor Education forums, to support sales initiatives.
• Regulatory Compliance: Maintain up-to-date knowledge of financial regulations and ensure all activities aligned with compliance standards.
• Performance Metrics: Track sales performance metrics and ensure the achievement of quarterly and annual business development targets.

Competencies required: 

• Strong ability to support in most of the functions above
• Quick learner that can develop exceptional sales acumen and negotiation skills in time
• Strong interpersonal and communication abilities for internal stakeholder management
• Ability to analyze market trends and client needs
• Proficiency in creating impactful presentations (PowerPoint, Canva)
• Proficient in data analysis, leveraging CRM platforms effectively, and utilizing advanced Microsoft Excel tools for reporting and decision-making.
• Creative problem-solving and adaptability in dynamic environments
• Detail-oriented with a results-driven mindset

Education and experience required: 

• Bachelor’s degree in business, finance, or a related field; advanced certifications (e.g., CFA, Certified Investment Solicitor) are a plus.
• Minimum of 2-5 years in frontline or support functions within sales, business development, or relationship management with experience acquired either banking, asset management, or financial services.
• Strong knowledge or interest of economics, financial markets, and investment products

Please feel free to apply to these positions through the below links:

Institutional Business Development and Sales Associate - https://atramph.bamboohr.com/careers/110