Relationship Management Associate - AUS & NZ Institutional Relationship Management Associate - AUS & NZ  …

T. Rowe Price International
in Sydney, New South Wales, Australia
Permanent, Full time
Last application, 25 Feb 20
T. Rowe Price International
in Sydney, New South Wales, Australia
Permanent, Full time
Last application, 25 Feb 20
Working closely with the institutional RM team, this position is responsible for pursuing and maintaining relationships with institutional clients and prospects in Australia & New Zealand. In cooperation with portfolio specialists, the associate will help develop and on occasion deliver market environment and strategy presentations to new and existing clients. In addition, the RMA will conduct strategic research and market intelligence in support of the business plan for the group.


Sales and Client Service Support.  Handle requests from prospects, clients and consultants including preparing customized deliverables to address specific questions. This may include preparation of presentations, meeting or conference call set-up, follow-up from client and prospect meetings, review of RFPs, collation of performance information etc. This includes direct interaction with both internal shared services resources as well as external communication with clients and prospects.

Research.  Conducts and develops market and product research in support of the A&NZ planning process.

  • Contributes data and recommendations to the business planning process.
  • Presents market research to Sales and Client Service managers.
  • Research may include market assessments, competitor intelligence, market data, marketing research, product and channel market demand assessments.
  • Ad hoc project management
  • Provide market research to support internal business cases including product and client fee proposals and where appropriate assist in drafting

Account Take On - Provides support to various aspects of the sales and account take on process as directed by senior client facing professionals.  Serves as liaison with shared services to resolve any issues, clarify client requirements and to provide quality control throughout the process.  Uses their knowledge of the business to provide proactive recommendations for process improvement, and changes.

Event planning coordination and management.  Working with the relationship management team, Marketing, and TRP shared services organizations, this person will be involved in the coordination of the research, planning and execution of brand-building activities in connection with industry conferences, TRP institutional road shows and other similar events.

Client/prospect Responsibility.  Host institutional clients and prospects when visiting on-site, coordinate the preparations of the meeting materials and presentations with other TRP departments and presenters in preparing for the visits to TRP’s other offices. Liaises with investment professionals to ensure client meeting objectives are met and TRP visit is memorable for clients.  Presents TRP overview and any miscellaneous items directly to clients


  • University degree, CFA or part completion preferred.  Five years of related work experience.
  • Good Communication Skills (Verbal and Written)
  • Client Service, Project Management, and Marketing skills
  • Strong analytical and research skills
  • Knowledge of factors impacting investment market behaviors.
  • Knowledge and experience of institutional clients in relevant markets in the region
  • Ability to work with all levels of management
  • Ability to think strategically
  • Interpersonal skills to work within complex matrix
  • Well organized and results focused
  • Ability to multi-task across strategic and tactical projects and work