Institutional Business Development

About the Role

Institutional Business Development at PhillipCapital (Thailand).

Responsibilities

• Research prospective institutional and corporate clients and maintain CRM records and engagement notes.
• Conduct outreach through email, phone, events, referrals, and professional networks.
• Prepare meeting materials and presentations.
• Coordinate with product, support, and trading teams internally to gather information and schedule meetings to close sales in person.
• Follow up with existing institutional customers to understand any unmet needs and get other feedback.
• Support institutional marketing and awareness campaigns with marketing and branding teams.

Qualifications

• Minimum of 3 years of experience in a customer-facing role with some exposure to global investment and alternative investments in the investment industry.
• Possess IC Complex License.
• Possess positive energy and enjoy interacting with people; self-starter with grit and willingness to try something new.
• Strong organizational and follow up skills.
• Ability to collaborate closely with colleagues from different departments to propose solutions to customers and close sales.
• Strong communicator (speaking and listening) and comfortable in spoken and written English.